On Camera: Eric Garcia/ Connie Garcia

***ALL GRAPHICS HAVE BEEN COPIED AND USED EXACTLY AS WE WERE INSTRUCTED

TO IN THE PREVIOUS VIDEO FOR THE GARCIAWMGROUP.COM SITE.***

ON SCREEN GRAPHIC

00:00 - 00:07

Investment and Insurance Products:

• Not FDIC Insured • No Bank Guarantee • May Lose Value

00:23 - 00:30

ERIC GARCIA,

Managing Director - Investments

PIM Portfolio Manager

CONNIE GARCIA,

Senior Financial Advisor

Associate Vice President - Investment Officer

00:03 - 00:11

I’m Eric Garcia, my name’s Connie Garcia with the Garcia Wealth Management Group at Wells

Fargo Advisors.

00:14 - 00:18

How are you guys? Fine…how’ bout yourself? Doing great!

00:19 - 00:49

Well you know, when I think about what we do and why we do it and who we do it for…I think

about the fact that Connie and I have over forty five years of combined experience. We also

see things differently, she’s very creative, very detail oriented…I’m more big picture and I think

that combination really helps when working with clients and helping them and looking out and

helping them achieve what’s important to them.

00:50 - 01:03

Both Connie and I are certified financial planners, that’s a designation that we’ve both earned

through a couple of years of course work, passing a board exam and then there’s continuing

education.

01:04 - 01:22

In our industry, being a certified financial planner is not a requirement to do the job that we

do…it’s not an easy program, it’s very rigorous, it’s extremely challenging…but Eric and I are so

committed to our craft, that we both decided to go through the CFP process.

01:24 - 01:52

Eric and I are a husband and wife team and I think one of the advantages to that, is having two

people who can completely understand the dynamics between a husband and wife:

“YOU START….”

and raising kids and putting money away for the future…Eric and I really work with our clients

and really bring that perspective to the table, which I think is extremely beneficial to families.

***ALL GRAPHICS HAVE BEEN COPIED AND USED EXACTLY AS WE WERE INSTRUCTED

TO IN THE PREVIOUS VIDEO FOR THE GARCIAWMGROUP.COM SITE.***

ON SCREEN GRAPHIC

01:55 - 02:05

GARCIA

WEALTH MANAGEMENT GROUP

OF WELLS FARGO ADVISORS

ERIC GARCIA,

Managing Director - Investments

PIM Portfolio Manager

CONNIE GARCIA,

Senior Financial Advisor

Associate Vice President - Investment Officer

WELLS FARGO CLEARING SERVICE,LLC,MEMBER SIPC, A REGISTERED BROKER-DEALER AND NON-BANK

AFFILIATE OF WELLS FARGO & COMPANY.

CAR# 0323-04590

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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