Investment adviser representative · Galileo Planning Group, Inc.
Perry A. Kotval
CRD 2027093 · Menlo Park, CA
At a glance
Perry A. Kotval is an investment adviser representative with Galileo Planning Group, Inc. in Menlo Park, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Perry’s SEC record dates to 2009, about 17 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Galileo Planning Group, Inc.Since August 2009Menlo Park, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Perry’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Galileo Planning Group, Inc.
- Ramon R. MarquezMenlo Park · Certified Financial Planner
- Charles V. WiseMenlo Park · Certified Financial Planner
- Thomas M. WiseMenlo Park · Certified Financial Planner
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