STEPHEN P GALIB CRPC

Stephen P. Galib, the principal, makes investment decisions for the practice (public record). The firm does not disclose a broader investment committee or advisory team. Galib holds the CRPC designation from the College for Financial Planning, indicating specialized retirement planning training.

As a registered investment advisor, the firm likely provides financial planning, retirement planning, and investment management. The CRPC designation specifically focuses on retirement planning. No public fee schedule or service menu is available.

Yes, as a Registered Investment Advisor registered with state or federal securities regulators, the firm is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires acting in clients' best interests. The specific regulatory jurisdiction is not confirmed.

Minimum account requirements are not publicly disclosed. Many small RIA firms serving individual clients set no official minimum or a low threshold. Without public documentation, this cannot be confirmed.

The investment philosophy is not disclosed in public sources. The CRPC designation indicates a focus on retirement planning rather than a specific investment strategy. No assets under management or portfolio composition data are available.

The firm's physical address is not publicly listed in available records. Registration documents with state securities regulators may contain this information, but they are not accessible via this research.