Galo S Medina CMFC, CSA, CPFA
E-mail: galo@cfsinvestors.com
Phone: 323-464-6040
Fax: 323-464-6080
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 Avantax. 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. Further, for more than 10 years Galo has served as the Regional Chapter Director for Avantax in the Los Angeles Area. He conducts meetings with industry partners and the advisors that are registered with Avantax. This includes speaking on pertinent and timely market conditions and the impact towards client portfolios. 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
- Certified Plan Fiduciary Advisor
