Garcia Wealth Management Group, Inc.
Garcia Wealth Management Group, Inc. (CRD# 158082) is a financial advisory firm headquartered in Templeton, CA. They manage $186,164,521 in 498 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management186MILLION
Total Number of Accounts498ACCOUNTS
Average Account Value$373,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Garcia (CRD# 2825274) is an Investment Advisor Representative working at Garcia Wealth Management Group, Inc. in Templeton, CA and has over 20 years of experience in the finance industry. Robert Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephanie Kemp (CRD# 6023466) is an Investment Advisor Representative working at Garcia Wealth Management Group, Inc. in Templeton, CA and has over 5 years of experience in the finance industry.