Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- *Investing principles and strategies
- *Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- *Can I retire early?
- *Are my investments working hard enough?
- *What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
*These services are offered by Galo Medina through his affiliation with Avantax.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
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...
Robyn brings twenty years of investment experience to Comprehensive Financial Services. She has maintained a focus in the retirement and college planning arenas, and is consistently called upon to develop educational and....
Matt Crammer is the owner and President of Crammer and Associates. Headquartered in Downey, CA, his firm specializes in tax preparation and counseling for the individual and small business markets. He brings more than 20 years...
Rollin brings over fifteen years experience working in the financial services industry, which includes developing, writing, editing and distributing client approved educational materials.
Jenya Rose is an Enrolled Agent and Investment Advisor Representative. As a tax professional she is licensed by the U.S. Treasury Department to represent taxpayers before the IRS. She prepares taxes for clients from all 50 states and...