Welcome to Global Financial Advisory Services

Our company (GFAS) is a fee based investment advisory firm located in Valencia, California, with more than 20 years of experience in the financial service industry. We advise high-net-worth clients in the area of Investment Management, Estate Planning, and Asset Protection. We also develop, implement, and monitor non-qualified and qualified Retirement Plans. Our advisory approach provides customized solutions that help create, develop and preserve personal wealth for our clients.

Mission Statement

Our mission to our clients is to deliver integrated financial estate and investment advisory services, which we achieve through customized, progressive advisory strategies that efficiently coordinate our clients’ financial lives. As fiduciaries, we provide objective advice, while continually striving to achieve an unparalleled level of service. Through planning, trust and respect, we aim to establish long-term relationships with our clients.

Our Value

Our value to each of our clients is apparent as we create, develop and preserve their wealth through the use of a comprehensive financial planning advisory approach. Our clients seek us out to manage their financial affairs, and we use a team approach, including Enrolled Agents, Attorneys, Certified Public Accountants, Certified Financial Planners, and Registered Securities Representatives. We address client’s concerns and provide them with tailored solutions, using a standard of superior attention to their financial needs.

Registered Representative with and Securities Offered Through
Financial West Group Member FINRA/SIPC
Global Financial Advisory Services, Inc.
And Financial West Group are not affiliated entities

 

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