GREG GALECKI, CFP®

Galecki Financial Management, Inc., has its roots in a firm Greg Galecki, CFP® started in 1990 as a part of a large regional CPA firm located in Fort Wayne, Indiana. In 1994, he purchased the company, changed the name to Galecki Financial Management, and under his leadership, it has grown to have the strong reputation it has today.

Greg began his financial planning career with IDS Financial Services/American Express and was the Division Financial Planner of the Year in 1987. He developed a financial planning practice for a CPA firm in Lima, Ohio before moving to Fort Wayne in 1990. In 1992, he was one of the first Advisors in Indiana to adopt the Fee-Only approach as opposed to a commission-based compensation.

Over the years, Greg has become a leader in the financial planning industry and a sought-after speaker at Fee-Only financial planning groups. He has served as President of the Northern Indiana Society of the Institute of Certified Financial Planners and as President and board member of the National Association of Personal Financial Advisors (NAPFA) Midwest Region.

Greg holds a bachelor’s degree in business administration from the University of Cincinnati with a major in finance and concentrations in both business law and economics. He earned his Certified Financial Planner (CFP®) designation in 1989 from the College of Financial Planning in Denver, Colorado, and he continues to be a strong advocate for continuing education for CFP®s.

Greg and his wife Barb have seven children and four grandchildren. He is a licensed pilot and a U.S. Coast Guard Licensed Captain. In his spare time he enjoys tennis, running, boating, riding his Harley and reading U.S. History. He is always looking for a good book recommendation.

PROFESSIONAL HIGHLIGHTS

  • NAPFA Midwest Region President and member of Board of Directors
  • Northern Indiana Society of the Institute of Certified Financial Planners (ICFP) President and Treasurer
  • Host of “Financial Sense” on WGL Talk Radio 1994–1999
  • Named by Worth Magazine as one of the Top 250 Financial Advisors in the Country

Please see Greg’s editorial: “The Dying Art of Customer Service”.

FIND GREG ON THE WEB

NAPFA Profile

Fee Only Network Profile