MISSION, HISTORY & VISION
Chris and Renee Gallagher have more than 50 years of combined experience helping high net worth individuals and families meet and exceed their life goals. Working together as a team, they each add a broad range of experiences and perspectives.
Chris drives the vision, values and direction of the firm. He has worked in the financial services industry for 24 years, serving as a wealth advisor to high net-worth individuals. In his role as a wealth manager, Chris acts as a personal CFO for clients, helping them pursue their dreams and achieve their goals. Chris is currently serving as the Chairman of the Blackhawk Police P2A advisory committee as well as the board of director for the Rotary Club of San Ramon. In the past Chris has been involved with various leadership positions including San Ramon Education Foundation, Danville Business Development Network and a member of the Tri-Valley Estate Planning Council.
Renee has more than 27 years of experience providing outstanding service to clients in the financial industry, primarily as Chief of Operations. In her role at Gallagher Wealth Management, Renee is responsible of ensuring our office runs efficiently and that our clients receive excellent service. She has a keen eye for detail and problem solving is the driving force behind her work ethic. Renee currently serves on the board of directors for the Northern California Alzheimer’s Association and has volunteered for Tony La Russa’s Animal Rescue Foundation.
Chris and Renee have lived in the San Ramon Valley since 1992 and have been married for 27 years. They have been volunteer coaches for the East Bay Winter Special Olympics and every year they participate in the Walk to End Alzheimer’s. Together they enjoy mountain biking, hiking, triathlons, traveling, and boating.