Ralph Garcia, Jr., CFP®, CIMA©Managing Director - InvestmentsSenior Instititutional ConsultantBradley J. Barnblatt, CIMA©Managing Director - InvestmentsSenior Institutional ConsultantBrian N. Foster, CFP®First Vice President – Investments OfficerJennifer J. Lau, CFP®Senior Registered Client Associate, Vice President Joshua D. M. Nowasell, CFP®Senior Registered Client Associate, Vice President
CA Insurance Licenses:
Ralph - 0C18215
Welcome to our website, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.
We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
We provide comprehensive financial counseling and investment advice to nonprofit institutions, wealthy families, private foundations, endowments, select IRS qualified retirement plans and individuals. We serve as the primary financial advisor for clients who have substantial assets.
Our practice is structured to deliver advice which is independent, objective and unbiased. We have the luxury of being associated with an advisory firm that believes that the client's interests always come first. Working closely with the vast resources of Wells Fargo Advisors, we guide decision-making and execution but our clients always retain authority.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of favorites in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.