Season 4 Episode 4
David Garelick is a highly respected leader and trusted advisor to high-net-worth individuals, families, and businesses, with over 35 years of expertise in comprehensive wealth management and financial planning. As President and CEO of Global Business Management since 1999, David has dedicated his career to guiding clients through the complexities of financial decision-making with a steadfast commitment to integrity, professionalism, and personalized service.
David’s career began at Global Business Management in 1987, where he embraced the firm’s legacy of excellence and client-first philosophy established by his mentors. His father, Louis H. Garelick, served as President/CEO from 1985-1999, and the firm’s founder, Lee B. Winkler, held the role from 1960-1984. Under David’s leadership, Global has expanded its reputation as a premier financial services provider, known for ethical stewardship and unwavering dedication to client success. David earned his undergraduate degree from UCLA and an MBA from California Lutheran University. He holds the distinguished designations of Enrolled Agent (EA) and Certified Financial PlannerTM (CFP®), demonstrating his commitment to professional excellence and mastery of complex financial disciplines. David remains an active member of the National Association of Enrolled Agents (NAEA) and the Financial Planning Association (FPA), staying at the forefront of industry’s best practices and regulatory standards.
His commitment to service extends beyond his profession, as he serves on the boards of multiple non-profit and for-profit organizations, contributing his financial acumen to support their missions and objectives.
Guest: DavidGarelick
https://www.linkedin.com/in/david-garelick-ea-cfp%C2%AE-aif%C2%AE-3827091/ https://www.gbmi.com/david-garelick/
Kids In The Spotlight Production Studio With A Purpose https://kidsinthespotlightproductionstudio.org/
Credits Host - Tige Charity Subscribe To @Leadersinthespotlight here:
https://www.youtube.com/@Leadersinthespotlight
Follow us here:
Instagram: / https://www.instagram.com/leadershiprealities/
https://www.instagram.com/kidsinthespotlight/ TikTok: /
https://www.tiktok.com/@leadershiprealities Facebook: /
https://www.facebook.com/profile.php?id=61560564615747 Linkedin: /
https://www.linkedin.com/in/tige-charity-59614633/
Book: / Not Your 9-to-5 Girl: A dreamer's journey from the corporate jungle to the joy of social entrepreneurship https://www.amazon.com/Not-Your-Girl-corporate-entrepreneurship/dp/0692921656
Executive Producer - Kimberly Sparks
Producer/Media: Jaszmin Kuhner
Producer, Editor, Cinematographer and Sound Engineer - Ed Broaddus & Kids in the Spotlight Interns.
Podcast Set: KITS Production Studio with Purpose in Van Nuys, CA
Graphic Designer: Sonya Deberry
Opening Song Credit DONNIE MCCLURKIN I'M WALKING WE DO NOT OWN THE RIGHTS TO THE MUSIC
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Ridiculous History
History is beautiful, brutal and, often, ridiculous. Join Ben Bowlin and Noel Brown as they dive into some of the weirdest stories from across the span of human civilization in Ridiculous History, a podcast by iHeartRadio.