Guadalupe Galvan

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.

 

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