Specialties: Socially Responsible Investing

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

What Is Capital Gains Tax? 2026 Rates Explained
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

Privacy Policy
Legal Disclaimer
ADV II
CRS Form
Business Continuity Plan

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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.