Brian Galey
Brian Galey is an insurance and financial planning specialist with Financial Synergistics Group, Inc. He enjoys working with clients providing solutions to create, grow, and protect their wealth through customized financial strategies.
Bringing more than 20 years of experience collaborating with estate planning attorneys, CPAs, and financial advisors across the country, Brian joined Financial Synergistics in 2022 to leverage his expertise in underwriting, case design and knowledge of best-fit options for insurance and financial strategies.
Bringing more than 20 years of experience collaborating with estate planning attorneys, CPAs, and financial advisors across the country, Brian joined Financial Synergistics in 2022 to leverage his expertise in underwriting, case design and knowledge of best-fit options for insurance and financial strategies.
“I consider my role as a combination of art and science in finding
the best possible solutions in the marketplace for our clients.”
the best possible solutions in the marketplace for our clients.”
After earning his Bachelor of Business Administration from Arizona State University in 1995, Brian started his career in financial services with Manulife Financial, now John Hancock in California and Massachusetts, as a member of the Advanced Markets Team and then later being promoted to Director of Broker Dealer Accounts for their independent broker markets across the country. He then excelled in roles supporting an independent investment advisory team with a boutique firm and then as a brokerage director for a regional insurance company supporting hundreds of top-level advisors around the country serving high net-worth individuals, families and businesses.
Licensed for life insurance since 1996, Brian is a member of the National Association of Independent Financial Advisors (NAIFA) and gives back to the Tustin, CA, community through volunteering and financially supporting Tustin Public Schools Foundation and The Joyful Child Foundation. Married to wife, Vanessa, for 11 years, Brian is the proud father of two children ages 10 and 7, and enjoys time with family, traveling, coaching youth baseball and soccer, and playing golf.
Licensed for life insurance since 1996, Brian is a member of the National Association of Independent Financial Advisors (NAIFA) and gives back to the Tustin, CA, community through volunteering and financially supporting Tustin Public Schools Foundation and The Joyful Child Foundation. Married to wife, Vanessa, for 11 years, Brian is the proud father of two children ages 10 and 7, and enjoys time with family, traveling, coaching youth baseball and soccer, and playing golf.
"The ability to leverage our firm’s expansive depth
of knowledge, resources, and capabilities is rewarding and
gratifying because of the direct impact our guidance can bring to clients."
of knowledge, resources, and capabilities is rewarding and
gratifying because of the direct impact our guidance can bring to clients."
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