• Home
  • About
  • Who We Serve
  • Services
    • Private Financial Planning & Consulting
    • Maximize Membership™ + Coaching
  • Blog
  • Video Series
  • Learning Library
  • Membership Log In

Maximize Life Today. 

Plan for Tomorrow.™


Financial Planning and Strategic Investment Management for HENRYs (High Earners, Not Rich Yet) and Entrepreneurs

Free 15 Minute Call
Free Video Series

Your financial questions answered.

How am I doing financially? What actionable steps can I take to feel more confident and secure with my money?

 

We answer these questions and more. By exploring together why money is important to you and understanding your current financial situation, we then provide you with tailored actionable insights to accomplish your desires so you feel more organized and in control of your financial life.

Let's chat

What should you do with your money during a recession? 

Download Free Guide

Financial organization

at your fingertips


Receive exclusive access to the user friendly Elements® Financial Monitoring app that helps us deliver ongoing advice where you receive quarterly progress reports to ensure you are heading in the right direction.

How We Serve


  • Private Financial Planning and Consulting 

    You get answers to your financial questions and receive a tailored actionable financial plan that aligns with your personal values. You receive full access to one on one strategy sessions, monthly reports, and proactive insights if/when your plan requires updates and also when you reach celebratory personal milestones. Portfolio management services are also available.

    Learn More

  • Maximize Membership™ + Coaching

    You get financial coaching from a CFP® professional and have access to the exclusive Elements® financial monitoring app. Receive guidance on how to self direct your financial life to gain the clarity you need to make confident financial decisions that align with your personal values to live a more fulfilled life. 

    Learn More

Investment Philosophy

We tailor portfolios based on individual client need to better achieve goals. "We believe that investment success should not be tied to uncontrollable forces, such as systematic market risk. An active approach to portfolio management using low correlated and non-traditional investment strategies helps us seek opportunities for returns through all phases of each market cycle."*

Brandon Galici, CFP®

Founder & Financial Planner


I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most: YOU.

 

Before we get into the nitty-gritty details of all of the numbers that are important to planning, I want to learn more about you. What matters most to you? How fulfilled are you in your everyday life? What are you most passionate about? What does living a joyful life look like to you? Once we have our foundation on what maximizing your life today while planning for the future looks like, we then dive deeper into the financial planning process. At that point, I'll learn more about your unique situation and recommend strategies and solutions to help you develop a personal financial plan and take action.

Schedule a complimentary 15 minute phone call

CONTACT US


EMAIL

brandon.galici@galicifinancial.com

PHONE

(949) 352-4098


© 2023 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 is a financial coaching 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 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.

*quote from https://www.portfoliomedics.com/about/

Download Your Recession Planning Guide

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Powered by KARTRA

We use cookies to improve our service, track analytics, remember preferences, etc. By using our site, you consent to these cookies.
{:lang_general_banner_cookie_privacy} {:lang_general_banner_cookie_cookie}