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.