Kenneth Galanis, CPFA

Associate Wealth Advisor

In 2015, Kenneth began his career in financial services selling life insurance with hopes of increasing the financial capability of his family and community. As he became more aware of the overwhelming need of those around him, Kenneth obtained his Certified Plan Fiduciary Advisor (CPFA) designation to provide a more comprehensive approach for his clients.

With experience in risk mitigation, investment management, intergenerational wealth transfers, health insurance, Medicare, and retirement plans – Kenneth is equipped to support you in structuring your financial assets in a supportive and meaningful way.

“Properly designed financial systems begin with quality relationships. Through Human Wealth™ I can get a full view of how my client is experiencing themselves and their environment,” Kenneth explains, “expanding my understanding and sharpening my advice.

Kenneth resides in Los Angeles with his wife, Rosie. They enjoy spending time with their two dogs Beau and Chrysanthemum, reading, hiking, cooking, and traveling.

Credentials and Career Highlights

• Series 7 & 66
• Life & Health Insurance license
• NAHU member
• Certified Plan Fiduciary Advisor (CPFA)