Samuel Galatioto

Registered Representative

As a Financial Advisor, I help clients and their families plan, organize, and coordinate their financial lives. The discipline I bring to the financial lives of my clients benefits them in many ways, including the freedom to spend more time doing the things they enjoy most. My practice is client centric and I work closely with their outside advisors, accountants, and attorneys as well as specialists within the industry. Our purpose is to find investors and help secure investments. My valued understanding of investment products helps investors reach their retirement and financial goals. It is our goal to protect savings and retirement assets while providing growth and security.

Sam has experience in serving high net worth clients with financial planning solutions, building strategic partnerships with Money Managers, CPA’s, Estate Planners and Bankers to satisfy investment, tax planning, legacy planning and lending needs. He has been successful at utilizing a disciplined process of gathering information, offering recommendations, implementing solutions and then providing ongoing monitoring service with periodic reviews. 

Sam is a well-known financial educator in Southern California. His retirement seminars have been widely attended by retirees from The Boeing Company, Northrop-Grumman Corporation and Exxon Mobil Corporation.

Sam is currently working on the third module of CFP program.

Phone 949.379.7144
Fax 949.777.5846