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Jaime Galvan

CFP®, Partner

Partner

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

Contact Jaime

Jaime Galvan

Jaime Galvan is a partner and Director of Financial Planning for Spectrum Wealth Strategies, L.L.C. He has 35 years of experience in the financial services industry and provides comprehensive financial planning for the firm’s clients. He assists clients with achieving their financial goals and generational planning and also specializes in employer stock options and helping executives achieve financial independence. As a firm, Spectrum Wealth Strategies brings together all the specialists that contribute to the comprehensive planning process: financial planning, insurance, investment, estate, business and employee benefits planning.

Galvan is a member of the local FPA chapter, and previously sat on the Board of the Dallas Children’s Advocacy Center – Foundation. Currently, he is serving as a Board Member of the Dallas Estate Planning Council. Jaime earned his B.B.A. from Texas A&M University.

In his spare time, Jaime enjoys being outdoors, skiing, traveling with his wife, and spending time with his two sons, their wives and four adorable grandchildren

Education History

Qualification 1

Qualification 2

Qualification 3


Certifications

Certification 1


Areas of Specialization

Specialization 1


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October 1, 2023 by

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13455 Noel Rd, Suite 2000, Dallas, TX 75240

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972-455-4385

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 13455 Noel Road, 20th Floor, Dallas, TX 75240 972-246-1800. Spectrum Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202612-5405656

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