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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

13 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(818) 849-3292

Website

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 Peter Garelick, CFP®, AIF®

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 ®

Affiliations

  • CFP Board

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
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

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 Global Financial Advisory Services

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

SEC Lookup

View Disclosure

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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A Trusted Financial Advisor

✅ Wealthtender Certified Advisor Review™
Sep 25, 2025
Peter, as my financial advisor, has done a great job and, by doing so, has contributed to improving my quality of life. When I decided to retire, he was instrumental in developing and executing my retirement plan. It involved moving and buying a new home and creating a plan that was sustainable and allowed my wife and I to maintain, and even improve our lifestyle. Now, four years later, all projections are on target and life is good. Peter continues to be there with sage advice on where our money needs to be to ensure safety, balanced with reasonable returns. He listens, analyzes, and comes up with sound solutions and good advice. I would not hesitate to recommend working with Peter as a financial advisor.
Relationship to Financial Advisor: Client as of Sep 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Victor Lindenheim
Victor Lindenheim

Accessible

✅ Wealthtender Certified Advisor Review™
Dec 4, 2024
I appreciate that Mr. Garelick is accessible. I can always count on his staying in close contact, whether or not I initiate the communication. Mr. Garelick is knowledgeable and trustworthy, always putting the client's needs first.
Relationship to Financial Advisor: Client as of Dec 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for JM
JM

5 Star Rating

✅ Wealthtender Certified Advisor Review™
Nov 18, 2024
I have been a client of Global Financial Advisory Services for the past 25 years. Peter, my financial planner is a knowledgeable, dedicated, and committed professional who takes a genuine interest in my financial goals and needs. He is calm, kind, patient, and answers every question or concerns that I have. I truly trust him with my finances.
Relationship to Financial Advisor: Client as of Nov 18, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Elaine
Elaine

Choosing a Financial Advisor

✅ Wealthtender Certified Advisor Review™
Nov 16, 2024
In the spring of 2022 we were thrust into the position of needing a financial advisor. During this difficult time of loss it was not the best environment emotionally for us to be making critical financial decisions. Fortunately, we were introduced to Global Financial Services, specifically Peter Garelick. After a few “round table” meetings discussing complicated legal issues and revealing our new financial position we joined the team at Global. Peter put us on a track that reflected our personal risk tolerance, future plans and goals. Since then Peter has revealed a personal, yet, professional posture through the many decisions and interactions we’ve experienced with him. Always prompt to respond to a call or email fulfilling various requests, problem solving or answering questions. He represents Global with expertise and integrity. Peter is now an integral part of our financial journey. We have full confidence in the advice he has given in numerous decisions we’ve needed to make along the way. There is no one we would recommend more highly to take on as a financial advisor than Peter.
Relationship to Financial Advisor: Client as of Nov 16, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Warren and Cindee Vivian
Warren and Cindee Vivian

Highly Recommend Financial Advisor, Peter Garelick.

✅ Wealthtender Certified Advisor Review™
Nov 13, 2024
I have been working with Peter Garelick to organize my financial assets. His knowledge and patience holding my hands to understand the scope of my portfolio has been invaluable. I would highly recommend giving him the opportunity to assist you as your financial advisor.
Relationship to Financial Advisor: Client as of Nov 13, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Michele
Michele

Peter is an understated superstar

✅ Wealthtender Certified Advisor Review™
Nov 12, 2024
Peter is calming, clear headed and steady. In uncertain times (and when are they not?), he epitomizes the evidence based clarity the underpins the ethos of Global Wealth Management. As someone who does not come from wealth and has had to go it alone in building my financial portfolio, finding Peter Garelick and Global significantly contributes to my sense of a secure future.
Relationship to Financial Advisor: Client as of Nov 12, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bettina
Bettina

Financial security in the hands of Peter Garelick

✅ Wealthtender Certified Advisor Review™
Nov 5, 2024
I could not find a more knowledgeable and trustworthy individual to handle my finances than Peter. I have been with Global for close to 40 years. He is quick to respond to my questions and patient in explanations and reassurances whenever I call or email him with a market trend I do not understand. He has supported and helped both my family and friends' referrals without question. I am very appreciative of his advice and find comfort in knowing my financial situation is being looked at and handled with knowledge and care.
Relationship to Financial Advisor: Client as of Nov 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Denise B
Denise B

This Guy Gets It

✅ Wealthtender Certified Advisor Review™
Nov 1, 2024
PG is the best guy here. He is always available for my calls and helps in steering my financial goals to hit the right benchmarks so i can feel safe and secure about my fiscal positions. Professional, kind, courteous. Recommend!
Relationship to Financial Advisor: Client as of Nov 1, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Matt
Matt

Six stars!!

✅ Wealthtender Certified Advisor Review™
Oct 31, 2024
My husband and I have been clients of Peter Garelick for three years but wish we had known and worked with him for many more. He has changed our lives for the better by helping us build not only a solid, strategic portfolio but also by building confidence in his wise, seasoned guidance. His analysis of our initial portfolio was spot-on. He listened carefully to our financial goals and was able to translate those objectives to a solid investment management strategy that has had proven successful year after year. Peter is gifted in understanding the big picture and its application in the details of financial planning and management. Through his broad understanding of related fields, he was able to help us solve some difficult challenges with substantial results. We feel, however, Peter's brilliance is really in his personal character. He is a listener, calm, confident, patient and kind; and at the same he is an outstanding decision-maker, firm in his recommendations that are grounded in knowledge and experience. Peter returns calls and messages right away and offers solutions and answers that are thoughtful and on target. The most important thing that Peter has given us is a worry-free life and we cannot thank him enough. We trust Peter. He has our loyalty and it will always be so.
Relationship to Financial Advisor: Client as of Oct 31, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Pamela and Tracy Thomas
Pamela and Tracy Thomas

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: Client as of Oct 30, 2024
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: Client as of Oct 30, 2024
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: Client as of Oct 29, 2024
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: Client as of Oct 29, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cindy
Cindy
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Please see important disclosures below awards View Disclosures

Wealthtender Awards

Peter Garelick, CFP®, AIF® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Peter Garelick, CFP®, AIF® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.

Award Disclosures

Wealthtender awarded Peter Garelick, CFP®, AIF® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Global Financial Advisory Services compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)