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 H.D. 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 H.D. Vest 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.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
It's important to make sure your retirement strategy anticipates health-care expenses.
What’s the deal with your yearly free credit report?
The item most homeowners forget on their home improvement project checklist is insurance.
Do your insurance needs stay the same when the nest empties?
Lifestyle considerations in creating your retirement portfolio.
Five phases to changing unhealthy behaviors.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?