About Rich Galbreath

Objectives

Providing individuals, families and business owners with assistance in identifying their financial goals and to determine the best strategies to help work towards their objectives as their needs change.

Education

University of Oklahoma  - Bachelor of Business Administration, Finance, 1984

American College - Chartered Life Underwriter, (CLU), 1990, Chartered Financial Consultant (ChFC), 1990

Professional Experience

After joining the financial industry in 1984, Rich held various management positions with two global financial services companies in the mid-west and southern part of the United States including Oklahoma, Kansas, Missouri and Louisiana.  In 2001, he started his own wealth management firm in Louisiana and in 2002 joined LPL Financial; the largest independent  broker/dealer in the U.S.**  Rich's continued commitment, dedication and professionalism are your assurance of the highest standard of quality and service.

Skills

*  Comprehensive Financial Planning                *  Business Planning

*  Retirement Planning                                        *  Investment Advisory Services

*  Estate Planning                                                *  Tax Efficient Investment Strategies

Personal Information

Rich is the father of three and a resident of the Avila community in Tampa, Florida, where he lives with his wife Laura and daughter Emily.  Rich was born in New Orleans and his heritage spans five generations in the city, dating back over 100 years.

** Based on total revenues in Financial Planning magazine, June 1996 - 2021