Guadalupe Galvan
Certifications
My passion is to empower individuals and families to make informed financial decisions. I am committed to helping my clients achieve their financial goals. I accomplish this by taking a personalized approach to each client, understanding their unique needs and developing tailored strategies to secure their financial future.
I hold a Chartered Retirement Planning Counselor (CRPC) certification, which allows me to provide comprehensive retirement planning services. I am happy to assist clients in creating personalized retirement strategies, optimizing Social Security benefits and navigating complex tax implications.
“I have a deep commitment to educating my clients and staying up-to-date on industry trends.”
I am fluent in Spanish and this allows me to connect and communicate with a diverse range of individuals and families.
My husband Sam and I are the proud parents of four wonderful children. During our free time, we enjoy traveling, experiencing different cultures and creating lasting memories together.
Call today to set up a no-obligation conversation about your financial well-being.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
This site is intended only for residents of the states in which Copper Financial and the listed financial representative is licensed. For a list of states and to learn more about Copper Financial and its financial representatives, visit FINRA’s BrokerCheck.