Debbie Gallant

CFP®, CRPC®, RLP, ChFC®

Gallant Financial Planning

Financial Advisor

I can work with clients anywhere!

Debbie Gallant

CFP®, CRPC®, RLP, ChFC®

Gallant Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Debbie Gallant, CFP®, CRPC®, RLP, ChFC®

We help you establish your financial and investment planning goals. Then, we work together to get you to your goals - with a solid financial foundation and peace of mind.

Debbie Gallant is a Rockville, MD fee-only financial planner. Gallant Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Debbie Gallant is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I am Debbie Heffernan Gallant, a Certified Financial Planner™, Chartered Retirement Planning Counselor, and Financial Life Planner located in Montgomery County, Maryland, a lovely suburb of Washington DC. I founded Gallant Financial Planning, a Registered Investment Advisor firm, in 2008 after 11 years as a consultant to Federal environmental programs followed by 16 years running an independent, small business. Now, as a Certified Financial Planner and fiduciary, I am delighted to be providing services to clients to increase their well being.
 
As a fee-only advisor, I act as a fiduciary and work solely to serve your best interests at all times. As we build your plan, we build a relationship: at Gallant Financial Planning, you’ll receive expert, caring advice – not a sales presentation. You can look forward to focused, personal attention from me in a friendly, warm and relaxed environment. Finances are stressful enough - planning doesn't have to be!
 
I am a Certified Financial Planner™, Registered Investment Advisor, Chartered Retirement Planning Counselor, Chartered Financial Consultant and Registered Life Planner and specialize in client-centered financial life planning. As a fee-only advisor, I am active in the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association. I am immediate past President of the DC Metro chapter study group for NAPFA.

As a mom, daughter in law, wife, and community oriented person, I add my own life experiences along with my years of financial experience to my investment education and expertise in tailoring advice to your specific goals and preferences.
 
I look forward to the opportunity to work with you and help design the path to your financial and personal dreams.

Debbie Gallant is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

At Gallant Financial Planning, we specialize in a variety of services, including:

  • Comprehensive Financial Planning
  • Financial Coaching/Education
  • Retirement Planning and Distribution Planning
  • College Funding/Planning
  • Investment Advisory Services & Asset Allocation Recommendations
  • Tax & Estate Planning Education and Review
  • Financial Life Planning 

Every client comes with a unique history and individual goals. At Gallant Financial Planning, we help you establish your life plan. Then, we work together to get you there. Services are available at a range of levels, according to your needs. Projects can range from a single consultation to a multi-month plan to a lifelong financial roadmap. And many clients chose to continue working with us on an ongoing annual basis.

Gallant Financial Planning works with you in partnership to develop holistic financial life plans based on your unique pursuits and constraints. Money is your tool – the fulfillment of your dreams is the goal.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Debbie Gallant

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Office Locations:

  • 13001 Cleveland Drive
    Rockville, MD 20850

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