Gali Sherman, Mba, Cfp®

Gali Sherman, Mba, Cfp® Email and Phone Number

President and Founder, Wealth Advisor at Naviguide Wealth Partners, Inc. @ Naviguide Wealth Partners, Inc.
5016 Chesebro Rd,
Gali Sherman, Mba, Cfp®'s Location
Agoura Hills, California, United States, United States
Gali Sherman, Mba, Cfp®'s Contact Details

Gali Sherman, Mba, Cfp® personal email

n/a

Gali Sherman, Mba, Cfp® phone numbers

About Gali Sherman, Mba, Cfp®

Gali enjoys helping his clients coordinate their finances by utilizing an integrated wealth management system to provide a comprehensive perspective of each client’s financial situation. Gali strives to provide service that exceeds expectations with a goal towards building meaningful client relationships.Gali’s Specialties include:Comprehensive Financial PlanningRetirement PlanningInvestmentsLife and Health InsuranceFixed AnnuitiesEstate Planning StrategiesNaviguide Wealth Partners, Inc. 5016 Chesebro Road Suite 200 Agoura Hills, CA 91301 P: (818) 991-6171 F: (818) 575-9814 Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Naviguide Wealth Partners, Inc. Naviguide Wealth Partners, Inc. is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.Third party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Naviguide Wealth Partners, Inc. and have not been reviewed by WCG Wealth Advisors as to accuracy or completeness.California Insurance Producer License Number #0C51352

Gali Sherman, Mba, Cfp®'s Current Company Details
Naviguide Wealth Partners, Inc.

Naviguide Wealth Partners, Inc.

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President and Founder, Wealth Advisor at Naviguide Wealth Partners, Inc.
5016 Chesebro Rd,
Website:
naviguidewealth.com
Employees:
4
Gali Sherman, Mba, Cfp® Work Experience Details
  • Naviguide Wealth Partners, Inc.
    President And Founder
    Naviguide Wealth Partners, Inc. 2017 - Present
    Agoura Hills, Ca
    View
  • Naviguide Financial & Insurance Services, Inc.
    President, Mba, Cfp®
    Naviguide Financial & Insurance Services, Inc. Mar 2000 - Present
    Agoura Hills, Ca
    Retirement, Estate Planning Strategies, and Insurance Services
  • Glendale Federal Bank/California Federal Bank
    Financial Consultant
    Glendale Federal Bank/California Federal Bank Dec 1998 - Apr 2000
    Assist bank clients with general financial needs including, money market accounts, savings, investments, insurance and consumer products.
  • Prudential Securities
    Financial Advisor
    Prudential Securities Dec 1997 - Nov 1998
    Help clients with general investment needs.

Gali Sherman, Mba, Cfp® Education Details

Frequently Asked Questions about Gali Sherman, Mba, Cfp®

What company does Gali Sherman, Mba, Cfp® work for?

Gali Sherman, Mba, Cfp® works for Naviguide Wealth Partners, Inc.

What is Gali Sherman, Mba, Cfp®'s role at the current company?

Gali Sherman, Mba, Cfp®'s current role is President and Founder, Wealth Advisor at Naviguide Wealth Partners, Inc..

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What schools did Gali Sherman, Mba, Cfp® attend?

Gali Sherman, Mba, Cfp® attended University Of California, Santa Barbara, California State University-Northridge, California State University-Northridge.

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Who are Gali Sherman, Mba, Cfp®'s colleagues?

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