A complete list of active advisors currently associated with Galvez Financial LLC

Warmer can help you find a great advisor at Galvez Financial LLC or one who fits your needs even better.

Galvez Financial provides customized financial planning and discretionary portfolio management primarily for individuals, families, trusts, and high‑net‑worth clients. The firm’s services, as described in its brochure, include comprehensive financial planning, ongoing portfolio management, and an options‑based income service alongside recommendations for insurance and annuity products. The firm states it tailors investment strategies to each client’s goals, risk tolerance, and time horizon, emphasizing long‑term growth, capital preservation, and active income generation through strategies such as covered calls and cash‑secured puts. Investment management is delivered on a discretionary basis, while non‑discretionary advice is offered only as part of its financial planning engagements. Notable disclosures in the brochure that distinguish Galvez Financial from many peers include that the firm’s principal is a licensed insurance agent and may receive commission compensation on certain fixed‑index annuity sales (with insurance products limited to Florida residents), and that it maintains a separate options‑focused service with its own fee arrangement distinct from its standard advisory program. The firm is state‑registered in Florida and California, is recently formed, and manages a modest amount of client assets, which the brochure identifies along with its conflict‑of‑interest disclosures and mitigation practices.

To learn more about the advisors currently working at Galvez Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.