Tony Gallardo
Certified Financial Professional at The Institute for Financial Wellness (IFW) at Institute For financial Wellness | Ashburn, Virginia, United States
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Tony Gallardo serves as the Managing Director at Redwood Tax Specialists, where he leverages his extensive expertise in tax planning to empower clients in their journey toward a secure retirement. With a focus on individuals aged 40 to 70, Tony utilizes the IFW Retirement Roadmap to craft tailored strategies that not only aim to lower or eliminate taxes in retirement but also mitigate the impacts of market volatility. His proficiency in navigating complex financial landscapes is particularly evident in his work with Cash Balance Plans and Charitable Remainder Trusts, which provide innovative solutions for wealth accumulation and philanthropic goals.
In his role, Tony is dedicated to optimizing Capital Gains tax planning, ensuring that clients can maximize their investment returns while minimizing tax liabilities. He also specializes in Employee Retention Tax Credits, helping businesses retain their workforce while benefiting from significant tax savings. His comprehensive understanding of strategic financial planning, coupled with his knowledge of long-term care insurance and Medicare, positions him as a trusted advisor for seniors looking to secure their financial future.
Tony’s diverse skill set encompasses not only tax planning but also mortgage lending and critical illness insurance, allowing him to provide holistic financial services that address the multifaceted needs of his clients. His commitment to excellence and passion for helping others achieve their financial goals make him a valuable asset to Redwood Tax Specialists and the community he serves. Through his innovative approach and deep industry knowledge, Tony continues to make a meaningful impact on the lives of those he advises, guiding them toward a healthy and successful retirement.
Certified Financial Professional at The Institute for Financial Wellness (IFW) at Institute For financial Wellness in August 2023 to Present
Managing Director at Redwood Tax Specialists in March 2022 to September 2024
Area Manager at National Health Insurance Company in March 1992 to May 1998
President at Concept One, Inc. Real Estate Investments in March 1989 to January 1992
Independent Consultant at Concept Two, Inc. in March 1987 to March 1989
Vice President and Director at Scope Incorporated in March 1985 to March 1987
President at Scope Technologies, Inc. in January 1976 to March 1985
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Executive Management
Financial Advisor
Tax Free Retirement
Health Insurance
Retirement Planning
Medicare Supplements
Retirement
Financial Strategies for Seniors
Long Term Care Planning
Seniors
Long-term Care
Long Term Care Insurance
Insurance
Life Insurance
Brokers
Strategic Planning
Medicare
Whole Life
Disability Insurance
Real Estate
Financial Planners
Mortgage Lending
Finance
Term Life Insurance
Sales
Employee Benefits
Universal Life
Fixed Annuities
Financial Services
Underwriting
Critical Illness
Property & Casualty Insurance
Small Business
Investments
Financial Planning
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What is Tony Gallardo email address?
Email Tony Gallardo at [email protected]. This email is the most updated Tony Gallardo email found in 2026.
How to contact Tony Gallardo?
To contact Tony Gallardo send an email to [email protected]. (updated on September 13, 2024)
What company does Tony Gallardo work for?
Tony Gallardo works for Institute For financial Wellness
What is Tony Gallardo's role at Institute For financial Wellness?
Tony Gallardo is Certified Financial Professional at The Institute for Financial Wellness (IFW)
What is Tony Gallardo's Phone Number?
Tony Gallardo's phone (703) ***-*295
What industry does Tony Gallardo work in?
Tony Gallardo works in the Financial Services industry.
Tony Gallardo Email Addresses
Tony Gallardo Phone Numbers
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