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We begin with a clear understanding of what you’ve built and where you’re headed.

We're shaping strategies that align with your family, your broader financial structure, and the legacy you intend to create.

We plan with care and precision so you can live with confidence, with discipline, clarity, and a long-term perspective guiding every decision.

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Who We Are

We are part of a financial advisory team with over 50 years of combined experience in the financial services industry. We are committed to helping families, business owners, and individuals reach their most important financial goals.
Our strategy begins with you.
Getting to know you, helping define your major life goals, and helping you bridge the gap of where you are today and where you want to be. Not only identifying the long term but also accounting for everything along the way.
Will there be college funds to account for? Major home remodels? Will there be enough to retire comfortably? Let’s include everything in the plan and set realistic expectations for everything you want to accomplish.
We go beyond the numbers by spending more time having meaningful conversations.
Let’s work together to identify a clear path, then build that bridge that helps get you to your financial goals. We need to avoid potential financial exposures that could derail you from that path. We want to be with you every step of the way ensuring the journey is completed and that you’re able to enjoy it.

Eric R. Garcia, CFP, CPM

Managing Director - Investments
Senior PIM Portfolio Manager
Senior Financial Advisor

View Eric R. Garcia's Bio

Connie Garcia, CFP, CRPC

Senior Financial Advisor
Managing Director - Investment Officer

View Connie Garcia's Bio

Quentin K. Garcia

Financial Advisor
Associate Vice President - Investment Officer

View Quentin K. Garcia's Bio

Garcia Wealth Management Group

    View Garcia Wealth Management Group's Bio

    Lynda Lorimer

    Senior Registered Client Associate
    Assistant Vice President

    View Lynda Lorimer's Bio

    Garcia Wealth Management Group

      View Garcia Wealth Management Group's Bio

      News & Insights

      We are incredibly grateful to have been featured in Pasadena Magazine's 2024 FACES of Pasadena!
      It's a true honor to be recognized in our community, and we value being a part
      of such a vibrant and supportive environment.
      Pasadena is truly a wonderful city to be a part of and we're honored to continue
      serving all those who seek us out for our services.
      Congratulations to all of those who were featured in this issue, we're humbled by our inclusion in this year's group.
      Thank you for your continued support and for sharing this journey with us!

      Community Gatherings

      We were proud to sponsor a table at this year’s Power Women luncheon—an inspiring afternoon dedicated to
      recognizing the achievements, leadership, and resilience of women shaping the future of business.
      Surrounded by entrepreneurs, executives, and changemakers from across our community, the event offered
      a moment to reflect, connect, and celebrate the powerful contributions women make across every industry.
      It was an honor to share this space with clients, colleagues, and new friends who continue
      to break barriers and lead with purpose.
      At Garcia Wealth Management Group, we believe in fostering meaningful relationships
      and supporting the vision of every client we serve. Moments like these remind us that
      success is not just about financial growth—it's about community, connection,
      and celebrating the journey together.

      Grateful and Energized

      This spring, we hosted our annual golf and educational outing—an energizing day
      filled with camaraderie, connection, and a shared appreciation for the journey we’re all on.
      With clients, colleagues, and friends joining us on the course, the event was a chance to
      step away from the day-to-day and enjoy moments of fun, focus, and reflection.
      From the first swing to the final putt, the day served as a reminder of what drives us:
      building long-term relationships, sharing knowledge, and making time to enjoy the
      people who make this work so rewarding. We’re committed to helping our clients
      navigate life with clarity and purpose —and we’re just as committed to
      celebrating the milestones and memories along the way.

      Contact Us 

      225 S. Lake Ave.
      Ste. 700
      Pasadena, CA 91101
      Local Phone: (626) 583-4186
      eric.garcia@wellsfargoadvisors.com
      connie.garcia@wellsfargoadvisors.com
      quentin.garcia@wellsfargoadvisors.com