REAL PLANNING FOR REAL LIFE
Meet Brandon Galici, CFP®, EA
You shouldn’t have to choose between enjoying life today and feeling confident about tomorrow.
Good planning gives you permission to do both.
Where It Started
I didn’t set out to become a financial planner. I actually started college as a sports broadcasting major at West Liberty University in West Virginia. Then I joined the investment club, and everything changed.
Something clicked. I switched majors, dove headfirst into taxes, investments, insurance, and estate planning, and honestly got a little obsessed. I even signed up for a 400-level Taxation of Business Entities course just for fun. My favorite professor gave me a superlative award for being the only student who ever had. (Nerdy? Maybe. Worth it? Absolutely.)
A Little About Me Outside of Work
I’m based in San Juan Capistrano, California, with my wife Amanda, our dog Perla, our cats Indy and Kira, and our (Amanda's) horse Willow.
When I’m not working with clients, you’ll probably find me on the golf course obsessing over my stats, out on a mountain bike trail, or hiking with Amanda. I also serve as a mentor with Kingdom Driven Entrepreneur, helping others pursue their calling with faith and purpose.
I care deeply about the people in my life and that carries directly into how I work with clients.
What Clients Say
Liza B.
Verified Google review
“Brandon is such a breath of fresh air. He is so helpful, encouraging, and non-judgmental. He meets you where you’re at…”
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Kathleen T.
Verified Google review
“I have never used a financial planner before, so I was hesitant, but Brandon made me feel at ease and answered all of my questions thoroughly…”
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Will B.
Verified Google review
“Brandon is a motivated, driven, and genuinely helpful advisor. He takes the time for one-on-one consultation and is more concerned with you and your goals than profiting off of you.”
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Louie L.
Verified Google review
“I am a new client and Brandon has shown excellent professionalism and helped me understand my investment choices clearly…”
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Ellie J.
Verified Google review
“Brandon has been an amazing resource and guide. He helped me understand all of my financial questions and always makes me feel understood.”
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Ready to See If We’re a Good Fit?
If any of this resonates, let’s just talk. No pitch, no pressure, just a real 15-minute conversation to see if we’re a good fit for each other.
Book Your Free 15-Minute Phone Call
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.