Peter Garelick is a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, Peter is committed to putting his clients’ best interests first, ensuring they receive objective and unbiased advice tailored to their unique needs and goals.
Peter’s expertise extends across a wide range of financial areas, including retirement planning, investment management, tax optimization, risk management, estate planning, and college funding. He believes in taking a holistic approach to financial planning, recognizing the interconnectedness of various financial aspects and their impact on his clients’ overall financial well-being.
As a strong advocate for evidence-based investing and financial planning, Peter believes in utilizing strategies that are backed by thorough research and data, rather than relying on speculation or market timing. By staying informed about the latest industry research and utilizing evidence-based methodologies, Peter helps his clients develop comprehensive financial plans and build investment portfolios that can withstand market fluctuations and maximize long-term returns.
Peter firmly believes in leveraging technology to enhance the financial planning process. He uses cutting-edge tools and software to provide his clients with efficient and effective solutions. By harnessing technology, he empowers his clients to monitor their progress, make informed decisions, and stay connected with their financial plans effortlessly.
As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary (AIF®), Peter has undergone rigorous training and adheres to the highest fiduciary standards in the industry. He combines his technical expertise with a personable and empathetic approach, ensuring his clients feel comfortable and supported throughout their financial journey.
When not in the office, Peter enjoys spending his time up and down the coast between Malibu and Ventura. He has a passion for the ocean and loves to surf, dive and take photographs.
- B.A., Economics, California State University Northridge
- Personal Financial Planning Certificate, University California Los Angeles
CERTIFICATES, DESIGNATIONS AND LICENSES
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
- Series 66 Securities License
- California Insurance Producer License #0H99221