Peter Garelick is a Certified Financial Planner™ professional who enjoys helping clients pursue a better lifestyle through intelligent financial decision making. He believes in asset class investing, goal based planning, and that behavior plays a critical part of the planning and investing process.
After graduating from California State University of Northridge with a degree in Economics, Peter started his career as an analyst for a financial advisor. It’s here where he developed his investment philosophy and discovered a passion for helping others reach their financial goals. In 2012, he joined LPL Financial as an independent advisor to offer fee based financial planning and investment management to high net worth individuals. In 2014, Peter joined Global Financial Advisory Services to better serve his clients and to assist the firm with financial planning.
Peter loves all things tech and enjoys helping clients utilize technology to monitor their finances. When not in the office, Peter spends a lot of his time up and down the coast between Malibu and Ventura searching for waves. 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
CERTIFIED FINANCIAL PLANNERTM (CFP®)
The CERTIFIED FINANCIAL PLANNER™ and CFP® (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. The CFP® is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
To earn the credential, each CFP® candidate must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. In addition, candidates must take the CFP® Certification examination and complete a CFP® -board registered program or hold an accepted designation, degree or license. Every two years, CFP ® certificate holders must complete a minimum of 30 hours of continuing education. More information regarding the CFP® is available at http://www.cfp.net/default.asp.
ACCREDITED INVESTMENT FIDICUARY® (AIF®)
Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny. It is likely that complaints and/or lawsuits alleging investment mismanagement will continue to increase. Many can be avoided by having clear knowledge of who constitutes a fiduciary and what is required of one. The AIF Designation Training and designation help mitigate this liability with instruction covering pertinent legislation and best practices. Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.
AIF® designees adhere to both the Code of Ethics and Conduct Standards. The Code of Ethics consists of the tenets of ethical conduct expected of all credential holders, while the Conducts Standards pertain to any past criminal and civil litigation, regulatory events, and personal and professional conduct.
Continuing Education Requirement
AIF® designees must accrue a minimum of six hours of continuing education annually. The CE requirement is effective immediately upon attainment of the AIF® designation, and CE hours may be accrued from a variety of sources. All CE is subject to audit by, and final approval from, Fi360.