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.
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Learn how to harness the power of compound interest for your investments.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Five strategies for managing your student debt.
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Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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