Galina Koval has a gift for connecting with people, and it’s certainly one that sets her apart as a financial advisor. With a vast knowledge base acquired over 20+ years of experience in the financial and insurance industry and strong integrity she specializes in helping individuals and small businesses work towards pursuing their financial goals.
Recognizing that each client has individual needs, Galina dedicates herself to understanding and appreciating each client's situation before making recommendations. She believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. While she loves all the details of financial planning, her greatest joy is serving as a guide for some of the most important decisions in people’s lives. For her, the thrill is in watching an individual realize their dreams in retirement years.
Areas of Focus
- Small Business Owners
- Retirement Planning
- Holistic Financial Planning
- Medicare and Social Security Planning
Education & Credentials
- CFP®
- RICP®
- CLU®
- ChFC®
- NSSA®
- Medicare and Insurance Licensed Agent
Personal Interests
- Scuba Diving
- Cruising
- Reading