Galici Financial

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Galici Financial

Maximize Life Today. Plan for Tomorrow.®

Lower Your Taxes. Grow Your Wealth. Enjoy Your Money Without the Guilt.

Integrated tax strategy, tax preparation, proactive investments, and wealth planning for high earners who want a clear picture of where they’re headed—so they can keep more of what they earn and finally feel free to spend it.

Book Your Free 15-Minute Phone Call

Get Weekly Tax and Wealth Insights

Brandon Galici, Certified Financial Planner and Enrolled Agent

AS SEEN IN

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What Clients Are Saying

(Don’t just take my word for it!)

5.0

Based on 28 Google Reviews

  • Kevin S.

    Verified Google review

    Brandon has been excellent. Always provides great advice and is accessible for discussions.

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  • Lesa S.

    Verified Google review

    Brandon took time to understand me and my financial situation, helping me feel more at ease.

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  • Clay W.

    Verified Google review

    Brandon gave me fantastic advice on how to eliminate debt and prevent it from happening again.

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  • Casey H.

    Verified Google review

    Brandon helped bridge the gap I desperately needed to make sense of my plan.

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  • Keven N.

    Verified Google review

    Brandon is diligent, responsive, and provides the best advice.

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  • Alina S.

    Verified Google review

    Brandon helped us get our finances in order and feel confident in our financial journey.

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You’re earning well, already saving and investing, and still wondering…

• Am I overpaying on taxes without even knowing it?

• Am I on track for the future I want, or am I just guessing?

• Am I making the most of what I earn beyond just maxing my 401(k)?

• How do I spend freely today without feeling guilty about tomorrow?

• Is my money actually working for me, or just sitting there?

• What am I missing that I don’t even know to ask about?

Your Advantage with Galici Financial

What if your investments, taxes, and financial plan were all in one place—and actually working together?

Integrated Tax Strategy

Most people find out what they owe in April. You'll know months in advance, and we'll have already worked to reduce it. Tax strategy is built into every financial decision we make together, so you're never guessing and never leaving money on the table. The result is a tax plan you actually feel confident in.

Integrated Tax Strategy

Most people find out what they owe in April. You'll know months in advance, and we'll have already worked to reduce it. Tax strategy is built into every financial decision we make together, so you're never guessing and never leaving money on the table. The result is a tax plan you actually feel confident in.

No More Blind Spots

You shouldn't have to know the right questions to ask, and the ones you don't know to ask are often the most important ones. That might mean flagging a tax law change, spotting an opportunity in your financial picture, or simply connecting dots that aren't obvious when you're in the middle of living your life. Those insights come to you proactively, so you can enjoy your money, not manage it.

No More Blind Spots

You shouldn't have to know the right questions to ask, and the ones you don't know to ask are often the most important ones. That might mean flagging a tax law change, spotting an opportunity in your financial picture, or simply connecting dots that aren't obvious when you're in the middle of living your life. Those insights come to you proactively, so you can enjoy your money, not manage it.

Proactive Investment Management

Your portfolio isn't something to set up and hope for the best. It's proactively monitored with a focus on both growing what you have and protecting what you've already built, so you're never left wondering if your investments are actually working for you.

Proactive Investment Management

Your portfolio isn't something to set up and hope for the best. It's proactively monitored with a focus on both growing what you have and protecting what you've already built, so you're never left wondering if your investments are actually working for you.

A Real Relationship, Not Just an Annual Review

You'll hear from me more than once a year, and not just when there's a problem. Proactive outreach, fast responses, and real conversations are the baseline. And the best moments? Being the first to tell you that you've officially become a millionaire.

A Real Relationship, Not Just an Annual Review

You'll hear from me more than once a year, and not just when there's a problem. Proactive outreach, fast responses, and real conversations are the baseline. And the best moments? Being the first to tell you that you've officially become a millionaire.

Your First Simple Step

Getting started doesn’t require a big commitment. Just a conversation.

Step 1: Book a Free 15-Minute Call

We'll talk through where you are, what you're trying to accomplish, and whether it makes sense to keep going. No pressure, no pitch, just a real conversation to see if we're a good fit.

Step 1: Book a Free 15-Minute Call

We'll talk through where you are, what you're trying to accomplish, and whether it makes sense to keep going. No pressure, no pitch, just a real conversation to see if we're a good fit.

Step 2: Get Organized in Minutes

Before your strategy session, you'll spend a few minutes in Elements, a quick financial health tool, pulling together your accounts and financial picture. Most people finish in 7–10 minutes and already feel more organized than they have in years.

Step 2: Get Organized in Minutes

Before your strategy session, you'll spend a few minutes in Elements, a quick financial health tool, pulling together your accounts and financial picture. Most people finish in 7–10 minutes and already feel more organized than they have in years.

Step 3: Your Free Strategy Session

We'll spend 30 minutes together on Zoom working through your top priorities and mapping out real recommendations. You'll leave with a clear, one-page action plan, and it's yours to keep regardless of what you decide.

Step 3: Your Free Strategy Session

We'll spend 30 minutes together on Zoom working through your top priorities and mapping out real recommendations. You'll leave with a clear, one-page action plan, and it's yours to keep regardless of what you decide.

Book Your Free 15-Minute Phone Call

Get Weekly Tax and Wealth Insights

By the Numbers: Client Impact

2,000+

Meaningful financial conversations*

98.3%

Client retention rate**

* Based on HubSpot meeting records and carefully estimated client and prospect sessions since 2018. ** Since Galici Financial was founded in 2021.

Brandon Galici, Certified Financial Planner and Enrolled Agent

MEET THE FOUNDER

Hi, I’m Brandon Galici.

I’m a Certified Financial Planner (CFP®) and Enrolled Agent (EA) based in Southern California. I’ve been working with clients since 2018, and what drives me every day is simple: I want you to feel genuinely confident about your financial life, not just today, but long term.

Before starting Galici Financial, I worked at a large firm and kept running into the same wall: the system wasn’t built around clients; it was built around the firm. I wanted to give people real advice, not just manage their money and hope for the best. So I left and built something better.

When I’m not working with clients, you’ll probably find me on the golf course, tracking every shot and obsessing over the data. I bring that same intentionality to every financial plan I build.

Ready to see if we’re a good fit? Let’s chat.

Book Your Free 15-Minute Phone Call

Common questions, answered.

Who do you work best with?

How do you charge?

Are you a fiduciary?

Do I have to transfer my investments for us to work together?

What designations do you have?

Do you do tax preparation or just tax planning?

How do you measure success?

Do you work with clients outside of California?

Ready to Finally Feel on Top of Your Finances?

You’ve worked hard to get here. Now it’s time to have a clear picture of where you’re headed, keep more of what you earn, and actually feel free to enjoy it. The first step is simple: just a free 15-minute conversation.

Book Your Free 15-Minute Phone Call

Get Weekly Tax and Wealth Insights

Galici Financial

© 2026 Galici Financial

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial LLC is a tax advisory and preparation firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial LLC and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.