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Ways AI Can Enhance Financial Planning for Clients
#Benefit #Financial #Planning #Clients
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Ready to take action? Schedule a free call here: https://calendarhero.to/call015
Hey, I’m Brandon Galici, a Certified Financial Planner™ and founder of Galici Financial. My firm specializes in helping you understand your finances and take action so you can focus on living a fulfilled life.
How did I get here?
2015: Switched to finance from sports broadcasting (now a CFP® certified program)
2017: Completed 100+ tax returns at a local tax firm
2017: Graduated from West Liberty University and joined a major financial services company
2018: Completed financial advisor training in St. Louis, MO
2018-2020: Personally managed investments for 100+ clients
2020: Passed Certified Financial Planner™ exam
2021: Launched Galici Financial to serve clients better
2023: Created Millennial Money Membership™ for accessible financial guidance
From having 1,000+ conversations with people about their money, I bring a unique perspective from most gurus. I truly believe that personal finance is personal, and one-size-fits-all blueprints simply don’t work.
My content aims to provide you with various perspectives so that you can apply what you learn to your unique financial situation. No shame, blame, or guilt about your money here. Just practical, relevant financial guidance that makes sense for today’s world.
Here’s what you can expect from my content:
👉 Practical Insights: Actionable advice you can implement immediately
👉 Judgment-Free Zone: No shame, blame, or guilt about your money choices
👉 Modern Approach: Financial guidance that makes sense in today’s dynamic world
👉 Personalized Focus: Tools to adapt strategies to your unique financial situation
I’m here to empower you with knowledge and insights, not to preach. Together, we’ll navigate the complexities of personal finance and help you build a path to your financial goals.
I’m currently accepting clients for those that want personalized guidance – book a call today. Https://calendarhero.to/call015
Have an amazing day!
Brandon
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