Gregory Galecki (BA, CFP®)

Gregory Galecki focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Greg was the 1st NAPFA member in the Fort Wayne area. He was the 3rd member in the State of Indiana.  He began his Financial Planning career in 1986 and has been FEE ONLY since 1992 and a NAPFA member since 1994. Galecki Financial Management was founded by Greg in Ft Wayne Indiana in 1990.

Greg has received recognition as one of the country's best Financial Advisors from numerous authorities;

  • WORTH MAGAZINE - One of the nation’s Top 200 Financial Advisors for three consecutive years
  • MEDICAL ECONOMICS -  Greg was named as one of the Top 150 Financial Advisors for Physicians
  • Wealth MANAGER and BLOOMBERG lists  Galecki Financial Management, Inc. as one of  Top Financial Advisors.

Greg earned a Bachelor’s degree in Business Administration in 1983 from the University of Cincinnati, with a major in Finance and concentrations in both Business Law and Economics.

He continued his education by earning the Certified Financial Planner (CFP) designation in 1989 from the College of Financial Planning in Denver, Colorado.

Greg has been a frequent lecturer and provider of Continuing Education credits to other Certified Financial Planners. 

 

 

Additional Information

Greg continues to be a national leader in the Financial Planning industry. He has served as President of the Northern Indiana Society of the Institute of Certified Financial Planners for four years. During that time, he was invited to speak at conferences for other ICFP presidents. He also taught many of the chapter's continuing education meetings in Fort Wayne and South Bend. Greg has also served as President for the National Association of Personal Financial Advisors (NAPFA) Midwest Region and served on the Board of Directors for four years. He was the Chairman of the Annual Continuing Education Meeting for Fee-Only Financial Planners in the Midwest region.

Greg has also been invited to speak at various national and regional NAPFA conferences regarding the Initial Financial Overview process he has pioneered.

He has also been invited on several occasions by the Certified Financial Planner Board of Governors to assist with reviewing and writing questions for the Comprehensive test given to CFP candidates.

NAPFA Midwest Region

President;

Treasurer;

Conference Chairman

Midwest Board of Directors

Northern Indiana Society of the Institute of Certified Financial Planners (ICFP)

President

Treasurer

Host of Financial Sense on WGL Talk Radio 1994-1999

Greg was a Construction Captain during the building of the Three Rivers Junction Playground – 2001.

Greg is a licensed pilot and also a US Coast Guard licensed Captain. Other outside interests include tennis, running half marathons, riding his Harley and reading US history. Together, Greg and his wife Barb have seven children and 4 grandchildren.

Please see our introductory videos at our web-site; www.galecki.com

 

 

NAPFA Start Date

April 28, 1994

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This Office

7743 W Jefferson Blvd Fort Wayne, IN 46804-4135 Phone: (260) 436-8525 Fax: (260) 436-8825