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Devin Mcgilloway profile image

Devin Mcgilloway

Chief Executive Officer at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Devin Financial Group Inc.</span>
Intro Book
Seasoned financial professional with extensive experience in accounting, financial planning, and wealth management.
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Location
Monterey, California, United States, US
Skills
  • Estate Planning
  • Financial Advisory
  • Llc
  • Financial Planners
  • Income Tax
  • Show all
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Bio

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Devin Mcgilloway is a seasoned financial professional with 40+ years of experience in accounting, financial planning, and wealth management. He has held various leadership positions, including CEO, Partner, and Managing Partner, and has worked with numerous firms and clients. Mcgilloway is certified as a Personal Financial Specialist (PFS) and Certified Public Accountant (CPA).

Credentials

  • Personal Financial Specialist (PFS)
    AICPA
    Jun, 1995
    - May, 2026
  • Certified Public Accountant (CPA)
    AICPA
    Mar, 1978
    - May, 2026

Experience

  • Devin Financial Group Inc.
    • Monterey, California, United States
    • Chief Executive Officer
      • Nov 2019 - Present
      • Monterey, California, United States

      Consultant to various Wealth Management Firms including Meridian Wealth Management LLC a Investment Advisory Firm out of Knoxville Tennessee with a office in Monterey California

  • DFG WEALTH ADVISORS
    • Monterey California
    • CEO
      • Nov 1999 - Oct 2019
      • Monterey California

      Investment Strategy and Client Financial Planning with emphasis on Retirement Planning. Portfolio Management Team Manager

  • Pisto’s
    • Monterey Peninsula
    • Business Partner and Consultant
      • Apr 1982 - Jan 1999
      • Monterey Peninsula

      In charge of financial operations including preparing all financial reports and financial statements. Oversaw pricing of menu items with culinary staff, prepared budgets and forecasts. Managed investment portfolios including acquiring and managing real estate holdings. Company including five fine...

  • McGilloway and Ramistella Financial Planners
    • Heritage Harbor Monterey California 93940
    • Partner
      • Jan 1988 - Jun 1993
      • Heritage Harbor Monterey California 93940

      Financial Planning and Money Management Firm with emphais of Risk Management

  • McgIlloway&Elstob
    • Monterey, California, United States
    • Partner
      • Jan 1976 - Jan 1987
      • Monterey, California, United States

      Managing Partner and Partner in charge of small business client development

Education

  • University of San Francisco
  • Golden Gate University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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