Gali Horev
Executive Vice President at Financial Advisor
- Role
- Executive Vice President at Financial Advisor
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
Experience
Executive Vice President
Jan 2012 — Present
Gali has been advising investors in southern California with his sound advice and his investment strategies which have helped many investors reach their financial goals for nearly 20 years.In recent years with the uncertainty and volatility in the financial markets, a greater challenge has been placed on Americans with respect to their retirement and savings for the future. Recognizing the dynamic nature of the markets, Gali has incorporated and implemented diversification tactics to help many investors bring true asset class diversification.Gali’s philosophy offers the growth and income investors seek while maintaining a carefully crafted balance between the two. His investment strategies and tactics teach investors how to reach the fullest potential of their portfolios by using the true asset diversification that the wealthy apply, and reveal their investment strategies. His hands on advisory services have made many clients realize that having an advisor who is constantly educating, evolving and providing cutting edge investment strategies with true asset class diversification is the right way to invest.Gali’s mission is to provide exceptional customer service to his clients by focusing on the investor’s financial goals and objectives, educating and guiding his investors to potentially enhance their returns, and lower their overall volatilityGali Graduated from California State University, Fullerton in 1997 with a Bachelor of Science in Business Administration.Securities offered through Dempsey Lord Smith, LLC, Member FINRA / SIPC. Advisory Services offered through Dempsey Lord Smith, LLC.
Education
California State University, Fullerton
Bachelor's degree
Skills
- Series 7
- Alternative Investments
- Retirement
- Finance
- Public Speaking
- Sales
- Investments
- Marketing
- Wealth Management
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