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.
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
Connie Garcia, CFP, CRPC
Senior Financial Advisor
Vice President - Investment Officer
Lynda Lorimer
Senior Registered Client Associate
Assistant Vice President
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.
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.
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.
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.
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.
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.