Galvez Financial LLC

Overview

Galvez Financial LLC is an independent, advisor-owned limited liability company that serves individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses with insurance brokerage services. Its fee model includes both a percentage-of-assets-under-management component and fixed-fee arrangements. Galvez Financial does not identify as an active ESG investor, is not positioned as a capital allocator, and is not a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices