Rob Garcia, Cfp®

Rob Garcia, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ Practitioner at Corvus Wealth Advisors @ Corvus Wealth Advisors
Rob Garcia, Cfp®'s Location
Templeton, California, United States, United States
Rob Garcia, Cfp®'s Contact Details

Rob Garcia, Cfp® personal email

n/a

Rob Garcia, Cfp® phone numbers

About Rob Garcia, Cfp®

We provide exceptional wealth management services to our clients by forming genuine partnerships built on trust and understanding. We inspire our clients to make informed decisions through education, communication and service which exceed their expectations.Specialties: Investment, retirement, estate & insurance planning for high net worth individuals, families and successful companies. Corporate retirement plans - 401k, 403b and defined benefit plans. Endowments.

Rob Garcia, Cfp®'s Current Company Details
Corvus Wealth Advisors

Corvus Wealth Advisors

View
CERTIFIED FINANCIAL PLANNER™ Practitioner at Corvus Wealth Advisors
Rob Garcia, Cfp® Work Experience Details
  • Corvus Wealth Advisors
    Certified Financial Planner™ Practitioner
    Corvus Wealth Advisors Feb 2003 - Present
    San Luis Obispo, California Area
    We provide exceptional wealth management services to our clients by forming genuine partnerships built on trust and understanding. We inspire our clients to make informed decisions through education, communication and service which exceed their expectations.
    View
  • Wachovia Securities
    Investment Consultant
    Wachovia Securities Aug 1997 - Feb 2003
    View

Rob Garcia, Cfp® Skills

Investments Public Speaking Retirement Wealth Management Services Sales High Net Worth Individuals Social Networking Finance Entrepreneurship Leadership Corporate Retirement Plans Endowments Defined Benefit Plans Not For Profit Retirement Plans Estate Planning 401k Customer Service

Rob Garcia, Cfp® Education Details

Frequently Asked Questions about Rob Garcia, Cfp®

What company does Rob Garcia, Cfp® work for?

Rob Garcia, Cfp® works for Corvus Wealth Advisors

What is Rob Garcia, Cfp®'s role at the current company?

Rob Garcia, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Practitioner at Corvus Wealth Advisors.

What is Rob Garcia, Cfp®'s email address?

Rob Garcia, Cfp®'s email address is ro****@****lpl.com

What is Rob Garcia, Cfp®'s direct phone number?

Rob Garcia, Cfp®'s direct phone number is +180530*****

What schools did Rob Garcia, Cfp® attend?

Rob Garcia, Cfp® attended California Polytechnic State University-San Luis Obispo, Cuesta College, Boston University, Center For Fiduciary Studies.

What are some of Rob Garcia, Cfp®'s interests?

Rob Garcia, Cfp® has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Environment, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.

What skills is Rob Garcia, Cfp® known for?

Rob Garcia, Cfp® has skills like Investments, Public Speaking, Retirement, Wealth Management Services, Sales, High Net Worth Individuals, Social Networking, Finance, Entrepreneurship, Leadership, Corporate Retirement Plans, Endowments.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.