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.
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
Senior Vice President - Investment Officer
WELLS FARGO CLEARING SERVICE,LLC,MEMBER SIPC, A REGISTERED BROKER-DEALER AND NON-BANK
AFFILIATE OF WELLS FARGO & COMPANY.
PM# 03112026-7006567.1.1

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