At Wealth & Wisdom 65, we simplify the complexities of finance to empower you with clear, actionable insights. Our expert advice and strategies help you navigate financial decisions confidently, ensuring you make informed choices for a secure and prosperous future.
Doing well with money isn’t necessarily about what you know. It’s about how you behave. And behavior is hard to teach, even to really smart people.
Learn how to overcome anxiety, self-doubt & self-sabotage without needing to rely on motivation or willpower.
Discover strategies designed for your success. Our expert guidance helps you navigate challenges, seize opportunities, and achieve your goals. From financial planning to strategic insights, we provide the tools and support you need to thrive and reach new heights in your personal and professional life.
Philip Gallant is a seasoned industry executive with a rich background in financial services. With extensive experience dating back to 1980, Philip has held significant roles, including Group Vice President and National Marketing Director at New York Life Insurance Company and later Executive Vice President and Chief Marketing Officer at New York Long-Term Care Brokers, Ltd. His passion for helping families and individuals led him to establish Optimus Group, LLC, where he provides expert financial, retirement, and long-term care planning services.
Philip is also a prominent speaker and author, sharing his knowledge at major industry symposiums and conferences. His contributions to trade journals and membership in several prestigious associations underscore his expertise and commitment to the field. When not working, Philip enjoys life in Clifton Park with his wife and family, including five children and two grandchildren.
Discover a team of seasoned experts dedicated to your success. Our professionals bring extensive experience and specialized knowledge to deliver exceptional results. With a commitment to excellence, they provide tailored solutions and insightful guidance to help you confidently achieve your goals and navigate complex challenges.
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