Galen Herbst de Cortina
Buff Your Finances · Newbury Park, California
Galen Herbst de Cortina is a fee-only financial advisor at Buff Your Finances in Newbury Park, California, who holds the CFP credential. Buff Your Finances reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Buff Your Finances |
|---|---|
| Based in | Newbury Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.9M across 101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, NV, NY, TX, VA, WA · CRD 6568262 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | buffyourfinances.com |
How Galen's firm compares
- Buff Your Finances's average account is about $98,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Galen
Is Galen Herbst de Cortina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Galen holds no broker registration, and Buff Your Finances reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Galen charge for financial advice?
Galen's firm, Buff Your Finances, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Galen Herbst de Cortina based?
Galen Herbst de Cortina is based in Newbury Park, California.
What credentials does Galen Herbst de Cortina hold?
Galen Herbst de Cortina holds the CFP credential.
Is Galen Herbst de Cortina registered with the SEC?
Yes. Galen Herbst de Cortina is registered as an investment adviser representative in CA, LA, NV, NY, TX, VA and WA (CRD 6568262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Buff Your Finances manage?
Buff Your Finances reports $9.9M across 101 accounts in assets under management.
How do I contact Galen Herbst de Cortina?
Through Galen's website, buffyourfinances.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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