Jaime  Galvan,  CFP<sup>&reg;</sup> - Financial Advisor

Jaime Galvan, CFP®

Partner

Spectrum Strategies, L.L.C.

13455 Noel Road, 20th floor
Dallas, TX 75240
(972) 455-4346

General

Jaime Galvan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spectrum Strategies, L.L.C. in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Sudden Wealth

More

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