Chloe Blythe
CFP®
Galecki Financial Management, Inc.
Owner/Principal
Chloe Blythe
CFP®
Galecki Financial Management, Inc.
Owner/Principal
As a Fee-Only Financial Planner, I offer unbiased advice to help individuals and families achieve their life goals. - Chloe Blythe, CFP®
Fee-Only financial planner located in Fort Wayne, IN, serving clients locally and across the country
Chloe Blythe is a Fort Wayne, IN fee-only financial planner. Galecki Financial Management, Inc. provides comprehensive financial planning, asset management, and estate planning to help high net-worth individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chloe Blythe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chloe Blythe is a Certified Financial Planner™ with Galecki Financial Management. She joined the team in October 2012. Chloe’s primary role is working closely with clients to establish, develop, and maintain their financial plan. This includes analyzing cash flow, risk management, and estate planning projections as well as being a resource for all questions and issues that inevitably occur as we navigate through our financial lives.
Chloe graduated from the University of Indianapolis in 2012 with a Bachelor’s of Science degree in Finance and a minor in Mathematics. Chloe achieved her Financial Planning Certificate from Kaplan University in July 2014. She then passed the national board exam and officially became a Certified Financial Planner™ in December 2014.
On the personal side, Chloe is happily married to her husband Ryan. She enjoys Notre Dame Football, reading (especially Harry Potter novels), and aspires to become more outdoorsy.
Chloe Blythe is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
At Galecki, our experienced team specializes in comprehensive financial planning, cash flow analysis, IRA Rollovers, financial services, money management, estate planning, retirement planning, tax planning, and advising to help you reach your financial goals. We provide our services on a Fee-Only basis, rather than earning commissions. If our personalized, Fee-Only approach sounds right to you, give us a call or schedule an appointment.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- High Net Worth
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chloe Blythe is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chloe Blythe is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Chloe Blythe
Office Locations:
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7743 W Jefferson Blvd
Fort Wayne, IN 46804