logo dark logo light logo
  • Home
  • Who We Are
    • About Global
    • Our Team
    • Our Values
  • What We Do
    • Business Management
    • Tax & Accounting
    • Wealth Management
    • Family Office
      • Entertainment Industry
      • Entrepreneurs
      • Professional Athletes
  • Insights
  • Contact
Client Login
Mobile Logo
  • Home
  • Who We Are
    • About Global
    • Our Team
    • Our Values
  • What We Do
    • Business Management
    • Tax & Accounting
    • Wealth Management
    • Family Office
      • Entertainment Industry
      • Entrepreneurs
      • Professional Athletes
  • Insights
  • Contact
Sherman Oaks
Sherman Oaks Financial Advisor - 15260 Ventura Blvd
15260 Ventura Blvd, Suite #1750
Sherman Oaks, CA 91403
Tel: (818) 385-3100
Fax: (818) 385-3110
Valencia
Valencia Financial Advisor - 23822 Valencia Blvd
23822 Valencia Blvd, Suite #304
Valencia, CA 91355
Tel: (661) 286-0044
Fax: (661) 286-0079
*Nashville

Nashville Business Management - 1222 16th Ave South


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
  • 2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
  • Quarterly Outlook: Economic Growth Remains Strong Despite Slowing Job Market
  • Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
  • 6 Money Lessons for Raising Financially Responsible Children
  • Using QCDs to Unlock the New Senior Tax Deduction
  • 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.