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Why CSG?

CSG Financial stands apart through a commitment to personalized guidance, tailored to each individual & their unique circumstances.

 

Our dedication to integrity, transparency, and client-centricity ensures that your interests remain at the forefront of every recommendation we make.

Steven Calio, CFP® - Chief Executive Officer

Zachary Stone - Chief Financial Officer

Shane Galante, CFP®, MBA - Chief Operations Officer

Our Story

We all began our careers at one of the largest wealth management firms in the state of Delaware.

Through our dedication to our clients’ best interests, we gradually uncovered the realities of our industry: standardized financial-plans lacking flexibility, high fees, limited access to advisors, and complex products.

It was these recurrent, yet preventable, shortcomings throughout the industry that spurred the inception of CSG Financial. We prioritize a planning-first approach, ensuring our clients’ best interests are the sole consideration when giving financial advice.

We operate on a no-commission basis, with a transparent compensation structure, and consistently adhere to a
fiduciary standard in every facet of our operations.

Grow Your Life

Take a walk through our process. See for yourself.

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  • 3980 N. DuPont Hwy
  • Dover, DE 19901
  • (302) 678-8701
  • CSGFinancial@csg-financial.com
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  • ©2026 by CSG Financial
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CSG Financial LLC is a registered investment advisor offering advisory services in the State of Delaware and in other jurisdictions where exempt from registration.

Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering.

This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested.

The information on this site is provided “AS IS”. CSG Financial LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk.

Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Steven Calio, CFP® - Chief Executive Officer

Steven Calio serves as the Chief Executive Officer and Co-founder of CSG Financial. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship. 

Steve currently holds his Certified Financial Planner™ (CFP®) certification. He earned a B.S. in Marketing from the Alfred Lerner College of Business & Economics at the University of Delaware. 

In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks.

Zachary Stone - Chief Financial Officer

Zachary Stone is a Dover born & raised Financial-Planner at CSG Financial, where he serves as Chief Financial Officer. He attended Holy Cross middle-school, Dover High School where he was a proud member of the baseball team, and eventually Bridgewater College became his alma mater.

Zack absolutely loves what he does, and also believes one of the most essential parts of his job is to continuously take in knowledge. Zack is always learning, and always listening and trying to understand what makes each one of his clients tick.

Because of this, he has a knack for better understanding where someone might be trying to go, and can explain sometimes very complex strategies, in a simple and easy to understand manner.

Zack has the utmost pride in being able to help better guide people to having a better relationship with money, as well as to ensure they feel confident in living the life they want to live. 

Zack also believes any financial-plan needs to be built with incredible flexibility, and because of that – his work provides him great pride. 

When Zack is not in the office, you can find him at the Delaware beaches enjoying nice weather with friends & family. If he’s not there, he’s probably watching a Phil’s game, or having a heated debate over movies with his colleague Steve Calio.

Shane Galante, CFP®, MBA - Chief Operations Officer

Shane Galante serves CSG Financial as Chief Operating Officer and Co-Founder. Shane grew up in Oxford, PA, and currently resides in Havertown, PA with his wife Rosemary, children Luke, Liam and Kira, and mini-bernedoodle Maya.

Shane has worked at both the biggest health system in Delaware, along with the biggest wealth management firm in Delaware. Combining both his health and financial experiences, Shane strives to build long-lasting relationships with each client and family he serves. 

He believes financial planning is a life-long process, and one he is honored to share with his clients. Shane wanted to help create a company that is built upon financial integrity, fee transparency, and strong relationships built amongst local communities and businesses. 

Shane currently holds his Wealth Management Certified Professional Designation (WMCP®), and his Masters in Business Administration from West Chester University. Shane is also a Certified Financial Planner (CFP®)

Zachary Stone - Chief Financial Officer

Zachary Stone is a Dover born & raised Financial-Planner at CSG Financial, where he serves as Chief Financial Officer. He attended Holy Cross middle-school, Dover High School where he was a proud member of the baseball team, and eventually Bridgewater College became his alma mater.

Zack absolutely loves what he does, and also believes one of the most essential parts of his job is to continuously take in knowledge. Zack is always learning, and always listening and trying to understand what makes each one of his clients tick.

Because of this, he has a knack for better understanding where someone might be trying to go, and can explain sometimes very complex strategies, in a simple and easy to understand manner.

Zack has the utmost pride in being able to help better guide people to having a better relationship with money, as well as to ensure they feel confident in living the life they want to live. Zack also believes any financial-plan needs to be built with incredible flexibility, and because of that – his work provides him great pride. 

When Zack is not in the office, you can find him at the Delaware beaches enjoying nice weather with friends & family. If he’s not there, he’s probably watching a Phil’s game, or having a heated debate over movies with his colleague Steve Calio.

Shane Galante, CFP®, MBA - Chief Operations Officer

Shane Galante serves CSG Financial as Chief Operating Officer and Co-Founder. Shane grew up in Oxford, PA, and currently resides in Havertown, PA with his wife Rosemary, children Luke, Liam and Kira, and mini-bernedoodle Maya.

Shane has worked at both the biggest health system in Delaware, along with the biggest wealth management firm in Delaware. 

Combining both his health and financial experiences, Shane strives to build long-lasting relationships with each client and family he serves. He believes financial planning is a life-long process, and one he is honored to share with his clients. 

Shane wanted to help create a company that is built upon financial integrity, fee transparency, and strong relationships built amongst local communities and businesses. 

Shane currently holds his Wealth Management Certified Professional Designation (WMCP®), and his Masters in Business Administration from West Chester University. Shane also is a Certified Financial Planner (CFP®).

Steven Calio, CFP® - Chief Executive Officer

Steven Calio serves as the Chief Executive Officer and Co-founder of CSG Financial. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship. 

Steve currently holds his Certified Financial Planner™ (CFP®) certification. He earned a B.S. in Marketing from the Alfred Lerner College of Business & Economics at the University of Delaware. 

In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks.

Shane Galante, CFP®, MBA - Chief Operations Officer

Shane Galante serves CSG Financial as Chief Operating Officer and Co-Founder. Shane grew up in Oxford, PA, and currently resides in Havertown, PA with his wife Rosemary, children Luke, Liam and Kira, and mini-bernedoodle Maya. 

Shane has worked at both the biggest health system in Delaware, along with the biggest wealth management firm in Delaware. Combining both his health and financial experiences, Shane strives to build long-lasting relationships with each client and family he serves. 

He believes financial planning is a life-long process, and one he is honored to share with his clients. Shane wanted to help create a company that is built upon financial integrity, fee transparency, and strong relationships built amongst local communities and businesses. 

Shane currently holds his Masters in Business Administration from West Chester University, and is also a Certified Financial Planner (CFP®).

Zachary Stone - Chief Financial Officer

Zachary Stone is a Dover born & raised Financial-Planner at CSG Financial, where he serves as Chief Financial Officer. He attended Holy Cross middleschool, Dover High School where he was a proud member of the baseball team, and eventually Bridgewater College became his alma mater.

Zack absolutely loves what he does, and also believes one of the most essential parts of his job is to continuously take in knowledge. Zack is always learning, and always listening and trying to understand what makes each one of his clients tick. Because of this, he has a knack for better understanding where someone might be trying to go, and can explain sometimes very complex strategies, in a simple and easy to understand manner.

Zack has the utmost pride in being able to help better guide people to having a better relationship with money, as well as to ensure they feel confident in living the life they want to live. Zack also believes any financial-plan needs to be built with incredible flexibility, and because of that – his work provides him great pride.

When Zack is not in the office, you can find him at the Delaware beaches enjoying nice weather with friends & family. If he’s not there, he’s probably watching a Phil’s game, or having a heated debate over movies with his colleague Steve Calio.

Steven Calio, CFP® - Chief Executive Officer

Steven Calio serves as the Chief Executive Officer and Co-founder of CSG Financial. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship. Steve currently holds his Certified Financial Planner™ (CFP®) certification. He earned a B.S. in Marketing from the Alfred Lerner College of Business & Economics at the University of Delaware.

In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks.

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