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Wealth Management
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Business Management

David Garelick EA, CFP®, AIF®

David Garelick EA, CFP®, AIF®

Jarrod Hicks

Senior Account Manager

Jeff Winger, CPA, EA

Jeff Winger, CPA, EA

Executive Vice President

Peter Garelick, CFP®, AIF®

Peter Garelick, CFP®, AIF®

Jessica Souther

Jessica Souther

Senior Account Manager

Charmaine Hinkel, CPA

Charmaine Hinkel, CPA

Senior Accountant

Luis Gomez

Senior Account Manager

Connor Garelick

Connor Garelick

Senior Account Manager

Czarina Louie

Senior Bookkeeper

Debbie Garelick

Debbie Garelick

Operations Manager

Bart Brewer, CFA®, EA, CFP®

Bart Brewer, CFA®, EA, CFP®

Portfolio Consultant

Julie Fraser

Account Manager

Mara Acevedo

Account Manager

Brooke Garelick

Brooke Garelick

Account Manager

Tristin Rochow

Account Manager

Cindy Garelick

Compliance Officer

Nick Flory

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

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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.

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.

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