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Ready to take the next step in your financial journey? Our team is here to answer your questions and discuss how our integrated approach can help you achieve your goals.

Our Offices

Valencia Office
23822 Valencia Blvd.
Suite #304
Valencia, CA 91355
Tel: (661) 286-0044
Fax: (661) 286-0079
Sherman Oaks Office
15260 Ventura Blvd.
Suite #1750
Sherman Oaks, CA 91403
Tel: (818) 385-3100
Fax: (818) 385-3110
Nashville Office
1222 16th Ave South
Suite #25
Nashville, TN 37212
Tel: (615) 418-6626
Fax: (615) 488-0920
*An office of Global Business Management
Global Business Management was established in 1960 and is a collaboration of three distinct companies: Global Business Management, Inc., a family office 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.