Your Financial Journey Starts Here.

Explore

Our range of services, meet our experienced team, and take the first step towards securing your financial future. Contact us today to schedule a consultation and discover the Prime Portfolio Planning difference.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Our Mission

Our mission is to empower our clients to make informed decisions that align with their aspirations and goals. We understand that achieving financial success is not just about accumulating wealth; it’s about strategically managing, growing, and preserving that wealth to create a lasting legacy for you and your loved ones

Smart Investing

⋯

Smart Investing ⋯

We understand that your financial journey is unique, and we are here to provide the guidance, support, and expertise you need to navigate it successfully. Our commitment to client satisfaction and long-term relationships sets us apart in the industry. When you choose Prime Portfolio Planning, you are choosing a partner dedicated to your financial success.

MEET OUR TEAM

  • Keith Galicia

    CFP® - CEPA

    Keith Galicia is a financial planner and the founder of Prime Portfolio Planning. He graduated from Arizona State University, Keith has spent over 20 years in the financial services industry. Keith is passionate about helping successful individuals and business owners pursue what they truly want with their financial goals.

    Check background of investment professionals associated with this site on FINRA’s BrokerCheck.

  • Ross Allen

    CFP ® - EA

    Ross’ financial services career launched in 2007. He served as a Financial Services Officer and Financial Planner before joining LPL Financial in 2023. Ross received his Bachelor of Science in Finance from the University of North Carolina at Wilmington and Master of Business Administration from East Carolina University, and he received his CFP® Designation in 2013. Ross is an LPL employee and is part of the Paraplanning Solutions Program that supports multiple advisor’s businesses and is not affiliated with Prime Portfolio Planning.

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

  • Alexander DiPirro

    SUSTAINABILITY DIRECTOR

    Alexander specializes in income tax planning, compliance and fixed assets. He graduated from University of San Diego with a Master of Law in Taxation in 2015. He received his JD from Thomas Jefferson School of Law in 2017. Alexander is an LPL employee and is part of the Tax Planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed tax planning strategies to assist clients in reaching their financial goals. LPL’s Tax Planning Solutions group is not affiliated with Prime Portfolio Planning.

  • Shelby & Mavis

    HEAD OF CULTURE
    CHIEF OF POSITIVE EXPERIENCE

    Shelby is the Head of Culture for Prime Portfolio Planning. She ensures that the team has a great day. She does this with her loving demeanor and immediate engagement

    Mavis is the Chief of Positive Experience. One interaction with her and you will leave smiling



Our Dedication to You

At Prime Portfolio Planning, we believe that we stand out as a leader in the industry due to our dedication to expertise and excellence. Our team of highly qualified financial planners is well-versed in the complex financial landscape that successful individuals and business owners navigate. We hold ourselves to the highest standards, ensuring that the recommendations and strategies we provide are carefully tailored to your unique situation.

Our commitment to excellence is reflected in the CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor processes. These internationally recognized certifications demonstrate our understanding of financial planning concepts and our ability to guide you through crucial financial decisions.

CFP®

The CERTIFIED FINANCIAL PLANNER™ process ensures that our recommendations are based on a thorough analysis of your financial situation, encompassing areas such as investment planning, retirement planning, tax optimization, and risk management. This process ensures a comprehensive and holistic approach to your financial well-being

CEPA

The Certified Exit Planning Advisor process, on the other hand, is specifically designed to address the needs of business owners. Whether you’re considering transitioning out of your business or optimizing its value for a future sale, our CEPA-certified advisor has the expertise to guide you through every step of the exit planning process.