An introduction to the Galecki IFO

At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). The IFO provides a snap-shot of the client’s overall financial picture and is a direct reflection of the hard work the client has put into their financial plan up to that...

Ryan Waggoner earns professional designation

April 7, 2022—Ryan Waggoner, Client Relationship Liaison for Galecki Financial Management, earned his Financial Paraplanner Qualified Professional (FPQP®) designation.  Waggoner earned FPQP® designation after successful completion of the intensive Foundations in...

Elizabeth Tulloch earns professional designation

February 17, 2022—Elizabeth Tulloch, a Staff Financial Planner for Galecki Financial Management, has recently earned Financial Paraplanner Qualified Professional (FPQP®) designation.  Tulloch earned FPQP® designation after successful completion of the intensive...