Peter Garelick, CFP®, AIF®
Fiduciary Advisor to Entertainment Industry Professionals & Entrepreneurs
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Serving Clients Nationwide
Fiduciary Advisor to Entertainment Industry Professionals & Entrepreneurs
Areas of Focus
- Capital Gains
- Education Funding
- Estate Planning
- Financial Life Planning
- High Net Worth
- Inherited Wealth
- Investing
- Investment Management
- Money Psychology
- Retirement Planning
- Socially Responsible Investing
- Taxes
About Peter Garelick, CFP®, AIF®
Hi! I'm Peter Garelick, a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, I'm committed to putting my clients’ best interests first, ensuring they receive objective and unbiased advice tailored to their unique needs and goals.My expertise extends across a wide range of financial areas, including retirement planning, investment management, tax optimization, risk management, estate planning, and college funding. I believe in taking a holistic approach to financial planning, recognizing the interconnectedness of various financial aspects and their impact on clients’ overall financial well-being.
As a strong advocate for evidence-based investing and financial planning, I believe in utilizing strategies that are backed by thorough research and data, rather than relying on speculation or market timing. By staying informed about the latest industry research and utilizing evidence-based methodologies, I help clients develop comprehensive financial plans and build investment portfolios that can withstand market fluctuations and maximize long-term returns.
I firmly believe in leveraging technology to enhance the financial planning process and use cutting-edge tools and software to provide my clients with efficient and effective solutions. By harnessing technology, I empower clients to monitor their progress, make informed decisions, and stay connected with their financial plans effortlessly.
As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary (AIF®), I've undergone rigorous training and adhere to the highest fiduciary standards in the industry. I combine my technical expertise with a personable and empathetic approach, ensuring my clients feel comfortable and supported throughout their financial journey.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
Primary Location
15260 ventura blvd, suite 1750, Sherman Oaks, CA 91403
Additional Locations
📍 23822 Valencia Blvd. Suite 304, Valencia, CA 91355
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
The first step is an introductory phone or Zoom call. This is a complimentary, no obligation call where we will learn more about each other. You’ll also gain a better understanding of how I work with clients and see if I'm the best fit for your needs.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Global Financial Advisory Services
Global is a multi-family office that provides integrated tax, accounting, business and wealth management services to entertainment industry professionals, entrepreneurs, executives, professional athletes and their families. We take a holistic approach to wealth and legacy planning that takes into account all aspects of your financial life and offers guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.Education
B.A., Economics, California State University Northridge
Personal Financial Planning Certificate, University California Los Angeles
Hobbies and Interests
- Beach
- Family
- Gardening
- Pickleball
- Reading
- Surfing
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Accountants
- Attorneys
- Business Owners
- Corporate Executives
- Entrepreneurs
- Individuals
- Living in Retirement
- Professional Athletes
- Technology Professionals
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Write a Review
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Combines Expertise With A Personal Touch
A Trusted Financial Advisor
Accessible
5 Star Rating
Choosing a Financial Advisor
Highly Recommend Financial Advisor, Peter Garelick.
Peter is an understated superstar
Financial security in the hands of Peter Garelick
This Guy Gets It
Six stars!!
Advisor
Peter is detailed, responisve and forward thinking!
Thanks, Peter!
Peter is Fantastic!
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