Being Comfortable being Uncomfortable as a leader with David Garelick

2025-03-01

Season 4 Episode 4David Garelick is a highly respected leader and trusted advisor to high-net-worth individuals, families, and businesses, with over 35 years of expertise in comprehensive wealth management and financial planning. As President and CEO of Global Business Management since 1999, David has dedicated his career to guiding clients through the complexities of financial decision-making with a steadfast commitment to integrity, professionalism, and personalized service.David’s career began at Global Business Management in 1...

Season 4 Episode 4

David Garelick is a highly respected leader and trusted advisor to high-net-worth individuals, families, and businesses, with over 35 years of expertise in comprehensive wealth management and financial planning. As President and CEO of Global Business Management since 1999, David has dedicated his career to guiding clients through the complexities of financial decision-making with a steadfast commitment to integrity, professionalism, and personalized service.

David’s career began at Global Business Management in 1987, where he embraced the firm’s legacy of excellence and client-first philosophy established by his mentors. His father, Louis H. Garelick, served as President/CEO from 1985-1999, and the firm’s founder, Lee B. Winkler,

held the role from 1960-1984. Under David’s leadership, Global has expanded its reputation as a premier financial services provider, known for ethical stewardship and unwavering dedication to client success.

David earned his undergraduate degree from UCLA and an MBA from California Lutheran University. He holds the distinguished designations of Enrolled Agent (EA) and Certified Financial PlannerTM (CFP®), demonstrating his commitment to professional excellence and mastery of complex financial disciplines. David remains an active member of the National Association of Enrolled Agents (NAEA) and the Financial Planning Association (FPA), staying at the forefront of industry’s best practices and regulatory standards. His commitment to service extends beyond his profession, as he serves on the boards of multiple non-profit and for-profit organizations, contributing his financial acumen to support their missions and objectives.

Guest: DavidGarelick

https://www.linkedin.com/in/david-garelick-ea-cfp%C2%AE-aif%C2%AE-3827091/

https://www.gbmi.com/david-garelick/

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