Tony Gallardo Email & Phone Number

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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About Tony Gallardo

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.

Tony Gallardo Work
1 experience icon

Certified Financial Professional at The Institute for Financial Wellness (IFW) at Institute For financial Wellness in August 2023 to Present

2 experience icon

Managing Director at Redwood Tax Specialists in March 2022 to September 2024

3 experience icon

Area Manager at National Health Insurance Company in March 1992 to May 1998

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Tony Gallardo Skills

Executive Management

Financial Advisor

Tax Free Retirement

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Frequently Asked Questions about Tony Gallardo

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

Email Tony Gallardo at [email protected]. This email is the most updated Tony Gallardo email found in 2026.

Tony Gallardo Phone Numbers

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