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Galo Medina, CMFC, CSA

Galo Medina, CMFC, CSA

President

As president of Comprehensive Financial Services, Galo oversees the daily operations of our firm. With over twenty years experience in the insurance and securities industry, Galo specializes in developing fee-only financial plans for our clients through his affiliation with HD Vest. He received his Bachelors degree from Idaho State University and is a certificate of the Certified Senior Advisor designation as well as a Chartered Mutual Fund Counselor from the College of Financial Planning.

Galo has received several industry awards and is consistently asked to speak to other advisor and groups regarding advisory services. He lives in Los Angeles with his wife and three children.

Security Licenses

 States: AK, AZ, AR, CA, CO, DC, FL, GA, HI, ID, KS, LA, MN, MO, NV, NJ, NY, NC, OR, PA, TX, UT, WA

  • Exams: Series 6 - Investment Company and Variable Contracts Products Representative Qualification Examination, Series 63 - Uniform Securities Agent State Law Examination, Series 65 - NASAA Investment Advisers Law Examination, Series 7 - General Securities Representative Qualification Examination

 

Insurance Licenses

 License: Life, including Variable Annuities

  • States: CA (INSURANCE LICENSE #0C18138) (LIC#0C18138) 
  • License: Life and Health
  • States: HI 
  • License: Variable
  • States: HI

 

Advisory Licenses

 License: Investment Advisor Representative

  • States: AK, AR, CA, CO, DC, FL, GA, HI, ID, KS, LA, MN, MO, NY, NC, OR, TX

 

Affiliations

 

  • Certified Senior Advisor
  • Chartered Mutual Fund Counselor