Peter Garelick, CFP®, AIF®

Fiduciary Advisor to Entertainment Industry Professionals & Entrepreneurs

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Global Financial Advisory Services Peter Garelick, CFP®, AIF®
Los Angeles, CA

Serving Clients Nationwide

Fiduciary Advisor to Entertainment Industry Professionals & Entrepreneurs

4 Certified Advisor Reviews™
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Areas of Focus

  • Capital Gains
  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Investing
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Socially Responsible Investing
  • Taxes

About Me

Hi! I'm Peter Garelick, a Certified Financial Planner™ professional who specializes in providing comprehensive financial guidance and support to individuals and families. As a fiduciary, I'm committed to putting my clients’ best interests first, ensuring they receive objective and unbiased advice tailored to their unique needs and goals.

My expertise extends across a wide range of financial areas, including retirement planning, investment management, tax optimization, risk management, estate planning, and college funding. I believe in taking a holistic approach to financial planning, recognizing the interconnectedness of various financial aspects and their impact on clients’ overall financial well-being.

As a strong advocate for evidence-based investing and financial planning, I believe 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, I help clients develop comprehensive financial plans and build investment portfolios that can withstand market fluctuations and maximize long-term returns.

I firmly believe in leveraging technology to enhance the financial planning process and use cutting-edge tools and software to provide my clients with efficient and effective solutions. By harnessing technology, I empower 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®), I've undergone rigorous training and adhere to the highest fiduciary standards in the industry. I combine my technical expertise with a personable and empathetic approach, ensuring my clients feel comfortable and supported throughout their financial journey.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

15260 ventura blvd, suite 1750, Sherman Oaks, CA 91403

Additional Locations

📍 23822 Valencia Blvd. Suite 304, Valencia, CA 91355

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only

What to expect in the first meeting

The first step is an introductory phone or Zoom call. This is a complimentary, no obligation call where we will learn more about each other. You’ll also gain a better understanding of how I work with clients and see if I'm the best fit for your needs.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Global is a multi-family office that provides integrated tax, accounting, business and wealth management services to entertainment industry professionals, entrepreneurs, executives, professional athletes and their families. We take a holistic approach to wealth and legacy planning that takes into account all aspects of your financial life and offers guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

Education

B.A., Economics, California State University Northridge
Personal Financial Planning Certificate, University California Los Angeles

Hobbies and Interests

  • Beach
  • Family
  • Gardening
  • Pickleball
  • Reading
  • Surfing
  • Swimming

Who We Serve

  • Accountants
  • Attorneys
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Individuals
  • Living in Retirement
  • Professional Athletes
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Advisor

✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
As a relatively recent client of Peter’s, he has shown an outstanding ability to help me to navigate my portfolio in the right direction. He is knowledgeable, detailed and exceptionally thorough. Peter has made himself available to guide me with the technology and to understand my portfolio. I find him to have a high level of expertise and provides clear and balanced advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendy
Wendy

Peter is detailed, responisve and forward thinking!

✅ Wealthtender Certified Advisor Review™
Oct 30, 2024
I’ve been a client of Peter’s for over a decade now and truly appreciate all the guidance and advice I’ve received. Working in the entertainment industry, our income has been very sporadic, especially since COVID and all the industry rollercoasters. Peter was able to help our family with financial planning and cash flow planning during some of the most volatile times to ensure we stayed on track.  He is very responsive, thorough, and trustworthy. It has made the whole process so easy and enjoyable. Overall, I highly recommend Peter for anyone looking for a detail-oriented professional who excels at listening and embraces technology in their practice. He's the best!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jill Aron
Jill Aron

Thanks, Peter!

✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Peter Garelick has been outstanding to work with. My portfolio has grown very well, thanks to his work, knowledge and attention to it. Peter is professional, knowledgeable and very responsive. I truly enjoy working with him and I highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for I. Davidson
I. Davidson

Peter is Fantastic!

✅ Wealthtender Certified Advisor Review™
Oct 29, 2024
Peter is knowledgeable, empathetic, and great at communicating. My portfolio has done very well since being under his management and he’s crafted a financial plan that has given me the confidence I needed to retire. I love the portal and technology he uses to help me see everything in one place and how I've been able to track the progress towards my goals. It's very interactive and shows me different planning scenarios and the impact each variable has on my money. Such a game changer for me! My favorite thing about Peter is how accessible and approachable he is. He always responds promptly to any inquiry and when he gets back to me. I always feel better after gaining his perspective. He makes sure to explain things at a level I can understand. I can't recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cindy
Cindy