BAKERSFIELD, CA – 07/01/2024 – (SeaPRwire) – In an industry longing for a fresh approach, financial planning veteran Keith Galicia is shaking things up with the launch of Prime Portfolio Planning. This new brand promises to take financial and investment guidance to the next level through holistic planning centered on clients’ big picture goals. Let’s explore how Galicia is drawing on his decades of expertise to redefine wealth management with his passion project Prime Portfolio Planning.
With its comprehensive six-pillar methodology spanning cash flow, investing, retirement, taxes, risk and estate planning, Prime Portfolio Planning provides complete guidance for accumulating, managing and protecting wealth. But more than just ticking boxes in financial services, Galicia seeks to profoundly empower clients to achieve aspirations through informed financial decisions.
“Our mission is helping clients make better financial choices to reach their goals,” said Galicia. “At Prime Portfolio Planning, we know true success means growing and securing wealth across generations, not just amassing it.”
This client-first ethos and commitment to excellence sets Prime Portfolio Planning apart. Galicia has hand-picked a team of credentialed financial planners equipped to navigate complex money matters. Their rigorous training and continuing education ensures recommendations are tailor-made for each unique client situation.
As owner of Prime Portfolio Planning, Galicia himself boasts internationally-recognized certifications like CFP® and CEPA® that cement his in-depth grasp of financial strategy. This expertise inspires trust in clients seeking specialized guidance on pivotal money moves.
With client priorities driving the process, Prime Portfolio Planning conducts comprehensive analyses to construct holistic plans. Rigorous assessment of investments, retirement readiness, taxes, risk exposure and other facets leads to guidance optimized for the individual. This bespoke approach delivers financial empowerment through personalized service.
For business owners, Galicia leverages his CEPA® certification to provide sage counsel on transitions and maximizing value. The CEPA methodology lends structure and clarity to the complex exit planning journey at each stage.
In a landscape saturated with cookie-cutter financial advice, Prime Portfolio Planning raises the bar for client-first planning. Galicia invites successful individuals and business owners to embark on a rewarding financial journey tailored to their needs and aspirations. Contact Prime Portfolio Planning today to take the first step toward a secure financial future.
SOURCE: Prime Portfolio Planning
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