Adrian Garcia
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Adrian Garcia Email & Phone Number

Associate Financial Advisor at Allworth Financial
Location: Greater Seattle Area, United States 7 work roles 2 schools
1 work email found @csus.edu 1 phone found area 916 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email g****@csus.edu
Direct phone (916) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Allworth Financial
Role
Associate Financial Advisor
Location
Greater Seattle Area, United States
Company size
347 employees

Who is Adrian Garcia? Overview

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Quick answer

Adrian Garcia is listed as Associate Financial Advisor at Allworth Financial, a with 347 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at csus.edu, phone signal with area code 916, and a matched LinkedIn profile for Adrian Garcia.

Adrian Garcia previously worked as Financial Planning Intern at Allworth Financial and Peer Financial Coach at Financial Wellness At Sacramento State. Adrian Garcia holds Bachelor Of Business Administration - Bba, Financial Planning from Sacramento State College Of Business Administration.

Company email context

Email format at Allworth Financial

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{last}{first_initial}@csus.edu
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AeroLeads found 1 current-domain work email signal for Adrian Garcia. Compare company email patterns before reaching out.

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Profile bio

About Adrian Garcia

Adrian Garcia is a Associate Financial Advisor at Allworth Financial.

Current workplace

Adrian Garcia's current company

Company context helps verify the profile and gives searchers a useful next step.

Allworth Financial
Allworth Financial
Associate Financial Advisor
Kirkland, WA, US
Website
allworthfinancial.com
Employees
347
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7 roles

Adrian Garcia work experience

A career timeline built from the work history available for this profile.

Financial Planning Intern

Current
Allworth Financial

Folsom, California, United States

May 2024 - Present

Financial Planning Externship

Amplified Planning

In the virtual externship program, I utilized eMoney and RedTail to work hands-on and learned from the softwares used in Financial Planning.Some of the tasks completed are;• Constructed an investment management portfolio• Discovered the financial planning assumptions found in financial planning software• Differentiated was financial planners approach the main areas of financial planning• Established recommendations for student loan planning• Evaluated the tax implications of various personal and financial decisions•Determined the likelihood of success in different client retirement scenariosModeled an estate plan• Developed my personal philosophy of financial planningSkills: eMoney Financial Planning Software • CashFlow Planning • Time Management • Monte Carlo Simulation • Estate Planning • Redtail Client Relationship Management software

Jun 2023 - Aug 2023

Associate

Panera Bread

Stockton, California, United States

Apr 2019 - May 2021
Team & coworkers

Colleagues at Allworth Financial

Other employees you can reach at allworthfinancial.com. View company contacts for 347 employees →

DJ Dan Jones Dan Jones Colleague at Allworth FinancialGreater Sacramento, United States View → MD Michelle Disney Michelle Disney Colleague at Allworth FinancialDurham, North Carolina, United States View → BR Britton Riley Britton Riley Colleague at Allworth FinancialCincinnati, Ohio, United States View → TS Tracy Stringer Tracy Stringer Colleague at Allworth FinancialSacramento, California, United States View → SB Samantha Belgarde Samantha Belgarde Colleague at Allworth FinancialSan Francisco Bay Area, United States View → AK Ashley Kersey Ashley Kersey Colleague at Allworth FinancialDurham, North Carolina, United States View → JS Josh Spiegel, Cpa Josh Spiegel, Cpa Colleague at Allworth FinancialDallas, Texas, United States View → SH Stephanie Harrell, Shrm-Cp Stephanie Harrell, Shrm-Cp Colleague at Allworth FinancialGreater Sacramento, United States View → FR Fazley Rashid Fazley Rashid Colleague at Allworth FinancialHouston, Texas, United States View → JG Jori Gonzales Jori Gonzales Colleague at Allworth FinancialSacramento, California, United States View →
2 education records

Adrian Garcia education

FAQ

Frequently asked questions about Adrian Garcia

Quick answers generated from the profile data available on this page.

What company does Adrian Garcia work for?

Adrian Garcia works for Allworth Financial.

What is Adrian Garcia's role at Allworth Financial?

Adrian Garcia is listed as Associate Financial Advisor at Allworth Financial.

What is Adrian Garcia's email address?

AeroLeads has found 1 work email signal at @csus.edu for Adrian Garcia at Allworth Financial.

What is Adrian Garcia's phone number?

AeroLeads has found 1 phone signal(s) with area code 916 for Adrian Garcia at Allworth Financial.

Where is Adrian Garcia based?

Adrian Garcia is based in Greater Seattle Area, United States while working with Allworth Financial.

What companies has Adrian Garcia worked for?

Adrian Garcia has worked for Allworth Financial, Financial Wellness At Sacramento State, Amplified Planning, Beta Alpha Psi International (Bap), and Foundation For California Community Colleges.

Who are Adrian Garcia's colleagues at Allworth Financial?

Adrian Garcia's colleagues at Allworth Financial include Dan Jones, Michelle Disney, Britton Riley, Tracy Stringer, and Samantha Belgarde.

How can I contact Adrian Garcia?

You can use AeroLeads to view verified contact signals for Adrian Garcia at Allworth Financial, including work email, phone, and LinkedIn data when available.

What schools did Adrian Garcia attend?

Adrian Garcia holds Bachelor Of Business Administration - Bba, Financial Planning from Sacramento State College Of Business Administration.

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