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Steven P. Gallo, CPA/PFS

Steven P. Gallo, CPA/PFS

Founding Partner

Steve Gallo is a CPA, Personal Financial Specialist, and a partner at U.S. Financial Services, LLC. He has spent over 30 years advising closely held business owners and high-net-worth individuals in the areas of estate planning, taxation, business management, and life planning.

As a member of the American Institute of CPAs (AICPA), The New Jersey Society of CPAs (NJSCPA), and the Financial Planning Association, Steve frequently lectures on taxation, investment, and life planning issues. He has been a contributing financial expert for The Star-Ledger and a guest expert on CNBC.

Steve is the founder and chairman of the Brian A. Caminiti Memorial Golf Outing, which benefits Tomorrows Children’s Fund, where he currently serves as a board member. He has also served as an advisory board member of Broad National Bank and Independence Community Bank, and was a charter member of the board of directors and chairman of the Park Performing Arts Center Finance Committee.