Peter Garelick, CFP®, AIF®

Fiduciary Financial Advisor | Sherman Oaks & Valencia, CA

Peter is a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, he 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.

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 of California, Los Angeles

CERTIFICATES, DESIGNATIONS AND LICENSES

• Certified Financial Planner™ (CFP®)
• Accredited Investment Fiduciary® (AIF®)
• Series 66 Securities License
• California Insurance Producer License 0H99221

Frequently Asked Questions

See what clients have to say

Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Global Financial Advisory Services, Inc. clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

You can view a complete list of all Peter Garelick's reviews on his Wealthtender profile page.

Why Work With a Fiduciary Financial Advisor?

When searching for a financial advisor in Sherman Oaks or Valencia,
understanding the difference between a fiduciary and a non-fiduciary advisor is critical. As a
fiduciary wealth advisor, Peter Garelick is legally obligated to:

• Put your interests ahead of his own at all times
• Disclose any potential conflicts of interest
• Provide transparent advice
• Recommend only suitable investments for your situation

Unlike brokers or insurance agents who may earn commissions, a certified financial
planner™ professional provides objective guidance without hidden incentives.

Comprehensive Wealth Management Services

As your wealth advisor, Peter Garelick provides integrated financial planning
that addresses all aspects of your financial life:

Retirement Planning

Whether you're decades away from retirement or approaching it soon, our retirement planning
services help you determine how much to save, optimize Social Security timing, and create
sustainable income strategies.

Investment Management

Using an evidence-based approach, we build diversified portfolios aligned with your goals and
risk tolerance. Our investment management focuses on low costs, tax efficiency,
and long-term discipline.

Tax Optimization

Coordinating with our in-house tax professionals, we implement strategies like tax-loss harvesting,
Roth conversions, and asset location to minimize your lifetime tax burden.

Estate Planning Coordination

We work with your estate attorney to ensure your wealth management strategy
aligns with your legacy goals.

Financial Planning Services in Sherman Oaks, Valencia & Los Angeles

Peter Garelick provides financial advisor services from two convenient locations:

Sherman Oaks Office

Located in the heart of the San Fernando Valley, our Sherman Oaks office serves clients throughout
Studio City, Encino, Woodland Hills, Tarzana, Calabasas, and the greater Los Angeles area.
If you're searching for a financial planner near Sherman Oaks, we're conveniently located
on Ventura Boulevard.

Valencia Office

Our Valencia office serves the Santa Clarita Valley, including Valencia, Stevenson Ranch,
Newhall, Saugus, Canyon Country, and surrounding communities. As a Valencia wealth advisor,
Peter understands the unique financial needs of families and professionals in this growing community.

We also offer virtual meetings for clients throughout California who prefer remote consultations.

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 https://www.cfp.net/.

ACCREDITED INVESTMENT FIDUCIARY® (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.