At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). What is our IFO, exactly, and why is it so important to our client relationships?
An introduction to the Galecki IFO
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About Us
Congrats to Kevin Chandler
Thanks to his longtime support and board leadership with CASS Housing, Galecki Owner / Principal Kevin Chandler earned a nomination for the 2022 David A. Bobilya Excellence in Nonprofit Leadership Award.
Ryan Waggoner earns professional designation
Our team is consistently committed to professional development and continuous learning – it’s a core part of the Galecki difference. In April, Client Relationship Liaison Ryan Waggoner became the 8th member of the Galecki team to earn Financial Paraplanner Qualified Professional (FPQP®) designation.
Elizabeth Tulloch earns FPQP designation
Staff Financial Planner Elizabeth Tulloch became the 7th member of the Galecki team to earn their Financial Paraplanner Qualified Professional (FPQP®) designation.
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An introduction to the Galecki IFO
At Galecki, every client relationship starts with our flagship Initial Financial Overview (IFO). What is our IFO, exactly, and why is it so important to our client relationships?
Congrats to Kevin Chandler
Thanks to his longtime support and board leadership with CASS Housing, Galecki Owner / Principal Kevin Chandler earned a nomination for the 2022 David A. Bobilya Excellence in Nonprofit Leadership Award.
Ryan Waggoner earns professional designation
Our team is consistently committed to professional development and continuous learning – it’s a core part of the Galecki difference. In April, Client Relationship Liaison Ryan Waggoner became the 8th member of the Galecki team to earn Financial Paraplanner Qualified Professional (FPQP®) designation.
Elizabeth Tulloch earns FPQP designation
Staff Financial Planner Elizabeth Tulloch became the 7th member of the Galecki team to earn their Financial Paraplanner Qualified Professional (FPQP®) designation.
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