Specialties: Risk Management

Peter Garelick, CFP®, AIF®

Wealth Advisor

Sherman Oaks

15260 Ventura Blvd, Suite #1750
Sherman Oaks, CA 91403
Tel: (818) 385-3100
Fax: (818) 385-3110

Valencia

23822 Valencia Blvd, Suite #304
Valencia, CA 91355
Tel: (661) 286-0044
Fax: (661) 286-0079

*Nashville

1222 16th Ave South, Suite #25
Nashville, TN 37212
Tel: (615) 418-6626
Fax: (615) 488-0920
*An office of Global Business Management

Recent Posts

Bear vs. Bull Market: What Retirees Need to Know
How to Save for Your Baby’s Future: Financial Planning for New Parents
Why Rebalancing Matters: Keeping Your Portfolio on Track
What the Iran Conflict Means for Investors
Geopolitical Conflict and Markets | A Brief History Lesson

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Global was established in 1960 and is a collaboration of three distinct companies: Global Business Management, Inc., a business management firm servicing high net worth individuals and businesses; Global Tax & Accounting, Inc., a tax and accounting firm; and advisory services offered through Global Financial Advisory Services, Inc., a registered investment adviser. Clients wishing to engage the services of any of the firms must contract with each firm separately and render fees as specified under each arrangement.

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