We are available to answer your questions or concerns. Call Galo at (323) 464-6040
At Comprehensive Financial Services (CFS), Galo wants you to know your concerns are our priority during these challenging times. During the California Lockdown, we have verified we’re classified as an essential business in order to be available for you. Due to health concerns, we have arranged for at least one person available for your calls.
Please be patient if you happen to receive a voicemail.
Be safe & well.
Have you been receiving our emails regarding the Coronavirus & its impact on the market? Call Galo at (323) 464-6040
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Comprehensive Financial Services (CFS) strives to offer the most complete solutions to our clients’ financial needs and objectives. Whether it’s home or commercial financing, estate or investment planning*, life or health insurance, or trustee services, CFS hopes to offer a custom resolution for our clients.
In addition to founding CFS, Galo is an investment advisory representative* registered with Avantax Vest Advisory ServicesSM. Mr. Medina holds a Series 7 (General Securities) license, a Series 65 (Uniform Combined State Law) license, and California State Life Insurance and Annuity licenses. Also, He holds a Mutual Fund Counselor Charter (CMFC) from the College of Financial Planning, as well as a Certified Senior Advisor designation from the Society of Certified Senior Advisors.
Mr. Medina is responsible for the financial planning and investment areas of our practice. These services include investment advisory services, retirement planning, college education planning, estate/legacy planning, and personal/corporate life insurance. Galo also works closely with Matt Crammer and Robert Kern on tax planning issues in order to provide our clients with simplified, integrated, and comprehensive wealth management services.
Mrs. Robyn Medina has over ten years experience in the investment securities industry and is a registered representative for Avantax Investment ServicesSM. She specializes in the college savings arena with an expertise of 529 plans.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 323-464-6040. We look forward to hearing from you.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How to help determine life insurance needs to provide for your family after you pass away.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
In the face of divorce, making changes to insurance coverage may be overlooked.
What kind of auto insurance should you have? Do you know?
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
There’s an alarming difference between perception and reality for current and future retirees.
How does your ideal retirement differ from reality, and what can we do to better align the two?