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Meet Robert M. Garcia

Financial Advisor
8888790558x6863
rgarcia@wescomfinancial.com

Representing Laguna Niguel and Tustin

28121 Crown Valley Pkwy Suite K Laguna Niguel, CA 92677 2979 El Camino Real Tustin, CA 92782

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About Robert

Education

Cal State University Fullerton — B.A. — Economics

Additional Qualifications

California Insurance Agent License #0E92735

Previous Experience

U.S. Navy; Personal Banker — Wells Fargo; Financial Advisor — JP Morgan Chase;

Personal Interests

Surfing, hiking, skiing, physical fitness

Robert is Registered through our broker-dealer, CUSO Financial Services

Series 7 — General Securities Representative; Series 66 — Uniform Combined State Law; California Insurance Agent License;

Our Business Philosophy

As a CFS Financial Advisor, I am dedicated to you and your individual investment needs. Whether you’re an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.