Advisor profile


My approach

Gerry Galubinski - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Gerry Galubinski - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelors of Education, University of Wisconsin - Milwaukee

Interests

I like spending time on the golf course with both my husband and friends. Our goal is to collect a golf ball from each course we visit. The collection is growing each year.

Spending time with my grandson, Eli fills a lot of my free time. Going to his sports events is so much fun! 9 year olds playing soccer is great!

My favorite thing to do to relax is to sit in the backyard with my dogs, Tucker and Sydney, and of course the cat, Taffy, is always in the window watching too.

Community participation

Therapy Dogs International (TDI)

I Volunteer for Therapy Dogs International with my English Cream Golden Retriever, Tucker . We visit Assisted Living Centers and bring smiles to the residents, especially when Tucker wears his favorite t-shirt or tie. We work with local libraries in the Tail Waggin' Tutor Program, where children read to Tucker on his favorite blanket.

Sydney the Golden Retriever is also a therapy dog. Her favorite jobs are having the first and second graders read to her and visiting the kids at Children's Hospital.

We are also active members of both the Eagle Business Association and the Mukwonago Chamber of Commerce.

Previous experience

  • Waukesha County Technical Instructor in the Financial Planning Department, 9 years