Advisor profile


My approach

Gerry Galubinski - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always 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
35
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

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.