Galen Herbst de Cortina (CFP, MBA)

Galen Herbst de Cortina focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs

Planning Specialties

Young professionals, business owners, student loans

Additional Information

I’m Galen Herbst de Cortina, CFP® and I primarily serve business owners under age 40.

It’s my mission to make sure everyone knows how to manage their personal finances. You’re in an awesome place and earning great money; you should take full advantage of that. Most of us weren’t taught personal finance skills in school. I see so much potential in all of you and I don’t want something as manageable as taxes get in your way. I couldn’t find any traditional planning firms working with younger clients so I went out and started my own. Plus, that way I can adhere the tech industry dress code instead of some stodgy suit and tie office.

I was a professional with a good job but little finance knowledge, just like you. I remembering being confused when offered different employee benefits, not knowing how to best use the money I was saving, and spending a ton (without guidance) because I was making a ton.

For the credentials: I’m a Certified Financial Planner® professional and have my MBA in personal financial planning.

NAPFA Start Date

February 13, 2018

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This Office

2822 White Ridge Pl, #15 Thousand Oaks, CA 91362-5747 Phone: (805) 267-9016