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. He also obtained a Certificate in Financial Planning from Boston University and holds FINRA Series 65 certification.
Rob graduated cum laude from Cal Poly, San Luis Obispo in 1997 with a degree in Business Administration concentrating in Financial Management. Rob believes in giving back to the community. He currently serves on the Board of Directors and is a member of the investment committee for the Cuesta College Foundation, as well as serving on the Board of Directors 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, his two sons, Brandon & Jakeb and their dog, Murray. The whole Garcia family is often found outside on the tennis court, or around the campfire as they are avid campers.