Thiago Garcia, CFP, MBA

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients. I started my career with Wells Fargo in 2013. In 2023, I left to join SDCCU | LPL Financial, where I worked for 18 months. In January 2025 I returned to Wells Fargo Advisor. I hold a Bachelor?s in Communication from the SDSU and a MBA with emphasis in Financial Management from National University. With an emphasis on continuing education, I have also earned CFP? practitioner designation from the Certified Financial Planner Board of Standards, Inc. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We?ll continue to work together through the years to keep your investment strategies aligned with your goals and needs. As a Wells Fargo Advisors client, you?ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact ? me. It?s a distinct advantage of working with one of the world?s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.