David Garelick EA, CFP®

Bio

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 personalized 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 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.

David was fortunate to be mentored by his father Louis H. Garelick who was the President/CEO for Global Business Management from 1985-1999 and Lee B. Winkler who founded Global in 1960 and was the President/CEO from 1960-1984.

In his free time, David enjoys spending quality time with family and friends. He loves reading, watching his children compete in sporting events and attending UCLA football games.

 

Education

• B.A., University of California Los Angeles
• M.B.A., California Lutheran University

Certificates, Designations and Licenses

• Certified Financial Planner™ (CFP®)
• Enrolled Agent (EA)
• Series 65 Securities License
• California Insurance Producer License #0B92396