Connie Garcia

With extensive experience and expertise as a Certified Financial Planner and Chartered Retirement Planning Counselor, I am dedicated to assisting individuals and families with their wealth management and investment planning needs. In today's rapidly evolving financial landscape, the plethora of investment and planning options available can be both a blessing and a challenge. My role is to navigate this complexity, bringing clarity and calm to what can often seem overwhelming. My approach is rooted in understanding. I believe in getting to know my clients personally, considering their unique circumstances and goals before suggesting any changes or movements in their financial plans. This personalized approach ensures that each recommendation is tailored to your specific needs, aligning with both your short-term and long-term objectives. Beyond my professional pursuits, I am passionate about giving back to my community. Recognizing the importance of empowerment and networking, I founded a local women's group. This initiative brings together women professionals to share ideas, knowledge, and opportunities, fostering a sense of community and mutual support.

Away from the Office

On the personal front, life has been a wonderful journey of 30 years of marriage, raising two adult children, and enjoying the company of our two delightful maltipoos. As an empty nester, I find joy in the simpler pleasures of life - be it experimenting with new recipes, exploring culinary delights at new restaurants, immersing myself in the latest movies, or indulging in home improvement projects. Guiding you through your financial journey is not just my profession, it's my passion. Together, we can create a plan that not only meets your financial needs but also aligns with your life's goals and dreams.