The Face of Wealth Management: Garcia Wealth Management Group
Garcia Wealth Management
Senior Financial Advisor
Wells Fargo Advisors
We are the Garcia Wealth Management Group of Wells Fargo Advisors proudly serving our clients as friends and family. In today’s world of finance, wealth, and investment management, there is an abundance of information and varying opinions in terms of what to do with your money. This can all get a bit confusing, so our job as financial advisors, in its simplest terms, is to help clients take control of their financial lives so they may feel more confident in knowing that they are on the right path toward achieving their most important financial goals.
We’ve seen our clients not only reach their goals, but actually live them. In our 38 combined years as financial advisors, there is no more rewarding work than to see our clients send their kids off to college, retire with dignity, and leave behind legacies for the next generation.
The two principals of the Garcia Wealth Management Group of Wells Fargo Advisors are Connie and Eric Garcia. Eric is a Certified Financial Planner, a Certified Portfolio Manager, and managing director –investments at Wells Fargo Advisors. Eric earned his CFP from the College for Financial Planning and his CPM from the Academy of Certified Portfolio Managers. Eric is also a graduate of Azusa Pacific University with a bachelor of science degree in business. Connie Garcia is also a CFP, as well as a Chartered Retirement Planning Counselor and associate vice president – investment officer of Wells Fargo Advisors. Connie earned her bachelor of science degree in business from Azusa Pacific University.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2022 Wells Fargo Clearing Services, LLC. All rights reserved.
Investment and Insurance Products:
NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value
225 South Lake Avenue, Suite 700
Pasadena, CA 91101
626.583.4148
