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