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Joe Gallagher

February 15

Joseph Gallagher
Advocate Investing Services, Inc.
Certified Financial Planner

joe.gallagher@lpl.com

W: 240-403-0039
www.advocateinvesting.com

About Me

I am married with children. I am very active in the community with coaching various sports and working with different charities. I like competing in triathlons and running.

About My Company

Advocate Investing was founded in 2005. We view our relationship with our clients as a partnership to help them better understand their investments and financial plan. We use the most cutting edge technology and best investment research to achieve these goals.

Business Location

Potomac, MD

My Ideal Client

Someone who has at least $1 million in investable assets who wants to partner with someone for the long term. Someone who appreciates having a full time advocate who can help with difficult decisions.

Current Clients Include:

High Net Worth Individuals, Business Owners

What Do You Need Help With Right Now?

I work with all the CAN members actively.

CAN Member Perk

Free website to help them track expenses, better understand their finances and auto send alerts for things like low cash balances, high credit card balance, etc.

Details

Date:
February 15
Event Category:

Venue

IHOP
775 Rockville Pike
Rockville,MD20852United States
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