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Hi! I'm

Brandon Galici, CFP®

Founder & Financial Planner

I have been a financial planner since 2018 and am passionate about helping people live more fulfilled lives. During my senior of college, I had the opportunity to work for a tax firm and experienced the joy of helping others feel more confident with their money. From there, I worked for a large financial services firm before launching Galici Financial in early 2021.

 

Beyond my financial planning work, I serve as a mentor on the Kingdom Driven Entrepreneur team, where I love encouraging fellow Kingdom business owners to walk out their God-given calling. I am also a brand ambassador for Elements®, a financial tech company whose app I use with clients to better answer their money questions and have more meaningful conversations.

 

I'm proud to call San Juan Capistrano, California home, where I live with my wife, Amanda. In my free time, I enjoy golfing, mountain biking, hiking, and making craft coffee at home.

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© 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/

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