Founded as a family-owned and operated firm, Gallegos Financial Group is an independent financial services company based in Camarillo, California. The firm specializes in creating comprehensive financial plans for individuals and business owners, with a focus on retirement income strategies, investment management, tax-efficient strategies, and legacy planning. They operate on a client-first model, emphasizing their independence which allows them to offer a wide range of products and services without being tied to a specific parent company's offerings. Their financial professionals are affiliated with Cambridge Investment Research, Inc. as their broker-dealer.

Founded in

United States