Michael Gallop, CFP®
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What do you enjoy most about wealth management?
Watching my clients achieve their goals.
What is the biggest challenge?
Avoiding minutia to make sure I remain focused on the relationships with my clients.
What do you love most about being a part of the firm?
Our tight knit family atmosphere.
What professional accomplishments are you most proud of?
Starting ICM Private Client Group.
What quality of yours makes you best suited to do what you do?
I enjoy conversation.  I have a self-deprecating sense of humor.  And I’m personable.
How should people think about their wealth?
As a means to spend the most time possible doing things that make them truly happy.
What do you love to do outside of work?
Being a dad and hanging with the family.
What personal accomplishments are you most proud of?
Leading my football and rugby teams as their captain.
Education and accreditations:
BBA Finance, Economics, James Madison University
Certified Financial Planner®
Series 6
Series 7
Series 24
Series 51
Series 63
Series 66
CA Life & Health Insurance License
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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