Eric Garcia, CFP, CPM

CA Insurance Lic #0C05960
Resident State [CA]

My journey to becoming a financial advisor was somewhat unconventional. Looking back, I was in my late twenties, and I had read a small and simple book on personal finance called “The Richest Man in Babylon”. After reading this book and others like it, it was like a light bulb had flipped on in my head and my first thought was ‘Why hadn’t anyone given me this information before?’ Armed with my newfound knowledge on financial literacy, I started my career as a financial advisor in January of 2001.

There have been plenty of ups and downs along the way, but I truly enjoy what I do. I have 23 years of experience and I’m privileged to help individuals, families, and businesses make sound decisions with their wealth for today and for their future. I have learned and continue to learn so much about managing wealth wisely and now, my passion is to share the knowledge, wisdom, and experience with our clients who place their trust in us.
As a lifelong learner dedicated to the profession of financial advice, I earned the Certified Financial Planner certification back in 2006. More recently, I have earned the Certified Portfolio Manager designation in 2022. The  curriculum and continuing education required for these designations helps me serve and guide our clients better.

As an avid volunteer, I have been involved in various community activities. I am a former member of the Endowment Committee for St. Philip the Apostle School and previously chaired White Memorial Hospital's annual golf tournament. One of the most impactful experiences was traveling to Tecate, Mexico, with my son Quentin and other Loyola High School students and fathers to build a home for a family in need.
In my spare time, I am passionate about coaching youth sports. I have been a volunteer coach for the Pasadena Trojans Pop Warner youth football program (2005-2015) and coached the St. Philip Boys Varsity Basketball team (2009-2019). Additionally, I have volunteered with the YWCA, AYSO, and Brotherhood Crusade youth sports programs over the years.

A Southern California native, I grew up in Eagle Rock, attended Eagle Rock High School and met the love of my life there, Connie, my wife of almost 30 years now. Connie and I have two adult children that we are especially grateful for, our daughter Ciana who is a marriage and family therapist and son Quentin who joined the family business and is a financial advisor.