It's a global economy, you need GLOBAL direction.

History, Mission and Values

Global’s mission is to put the interests of our clients first and help them make informed financial decisions by developing enduring relationships based on trust, confidentiality, objective advice and the highest level of 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

Client Focus

Integrity

No one’s personal bottom line is more important than our client’s

Integrity

Teamwork

Utilizing the combined expertise of everyone in the organization to meet our client’s investment objectives

Teamwork

Innovation

A commitment to finding unique global solutions for our clients

Innovation

Leadership

Management that translates vision into reality

Leadership

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