Established in 1960, Global is an independent, multi-family office providing 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.
David Garelick EA, CFP®
David is committed to clients for the long-term and acts in a fiduciary capacity. He helps clients in all aspects of their financial lives and gives tailored advice to each client’s specific needs, goals and objectives. David has extensive knowledge and experience in the areas of retirement, tax, education, estate and insurance planning. He also continues to prepare individual, business, fiduciary and estate tax returns.
David Garelick has been with Global since 1987 and took over as the President/CEO in 1999. He received his undergraduate degree from UCLA and his graduate MBA degree from California Lutheran University. He holds the designations of Enrolled Agent and Certified Financial Planner™. He is also a member of the National Association of Enrolled Agent (NAEA) and the Financial Planning Association (FPA). David sits on boards of non-profit and for profit organizations. Read More
1960 – Global Business Management was founded in New York
1968 – Garelick Tax & Accounting firm founded
1970 – Global Business Management moves to Los Angeles
1985 – Global Merges with Garelick’s firm
1997 – Global Financial Advisory Services, Inc. was founded
2006 – Global opens second office in Valencia, California
ALWAYS IN OUR HEARTS – NEVER FORGOTTEN
Lee B. Winkler
Years with company: 50+ years
CEO:1960 – 1984
Executive Director: 1985 – 2010
CEO: 1985 – 1999