History & Mission

Our mission is to serve the investment needs of high-net-worth individuals, their families and international corporations by offering the highest level of market intelligence and personalized service.

The Global Story
The Global story is one of three veteran investment professionals that spent many years servicing the needs of domestic and international high-net worth individuals and corporations.

In 1994 Global was formed by Gerardo Chapa, Robert Benjamin and Ricardo Perusquia with the goal of providing the highest levels of independent, confidential, and personalized service to clients.

In December 2010, Global partnered with Pinnacle Summer Investments Inc. (formerly The Edelman Financial Group). While Global has maintained its independence, the merger has provided Global with additional infrastructure and resources to help expand the level of products and services offered to Global clients.

Today, Global Financial Services, LLC is a leading wealth management firm specializing in meeting the needs of the domestic and international investor. Global has distinguished itself not just by what we do, but also by how we do it.

Our Values

  • Client Focus: The interests of our clients come first
  • Integrity: No one’s personal bottom line is more important than our client’s
  • Teamwork: Utilizing the combined expertise of everyone in the organization to meet our client’s investment objectives
  • Innovation: A commitment to finding unique global solutions for our clients
  • Leadership: Management that translates vision into reality

We would be honored to discuss your situation and financial needs in confidence.


or call us at 800-778-5525