Understanding Today's Financial Environment

 

Robert Galindo is a full service Financial Planner with LPL Financial based in San Jose CA. We assist clients throughout the U.S. who want objectivity without any product/sales influence. He has been in practice since 2002.  Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

  • Portfolio analysis
  • Asset Allocation design
  • Investment management
  • Estate planning
  • Retirement planning
  • Tax planning
  • College funding strategies
  • Educational seminars

Client Centered

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you explore this web-site, to call us or to email us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.