Bio

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.

EDUCATION

• 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 PLANNER^TM (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®)

The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards‐setting body of fi360.