Genesis Garcia

We believe financial planning starts with listening. Before any numbers, we take the time to understand you, your story, your background, your goals, and your relationship with money. From that foundation, we educate, strategize, and implement, step by step, without rushing or skipping over the details that matter.

Our approach is holistic and highly personalized. Everyone is on a different financial literacy journey, so we meet you where you are. Whether you’re just getting started or looking to deepen your strategy, we tailor our guidance to your pace and priorities.

As a bilingual advisor, I’m committed to creating a judgment-free space that honors your culture and lived experiences. We focus on what’s most important to you now; while helping you build toward a more confident financial future.

This is planning with purpose, built on trust, education, and a long-term relationship that grows as you grow.