Certified Financial Planner™
Rob Garcia is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary 360 receiving formal training in investment fiduciary responsibility.
Rob graduated cum laude from Cal Poly San Luis Obispo in 1997 with a degree in Business Administration concentrating in Financial Management. He obtained a Certificate in Financial Planning from Boston University and holds FINRA Series 7, 24, 63 & 65 certification. Rob believes in giving back to the community and currently serves on the Board of Directors and a member of the investment committee for the Cuesta College Foundation and Board of Directors and former Treasurer for Community Action Partnership of San Luis Obispo, CAPSLO. He has previously served on the Board of Directors for Big Brothers Big Sisters and the San Luis Obispo Chamber of Commerce. As a veteran he has been a member of the American Legion Post 66 for over 20 years.
Rob also was recognized by the Tribune as one of San Luis Obispo County’s premier business leaders (one of their “Top 20 under 40” – 2008). Rob lives in Templeton, with his beautiful wife Deb and his two sons.