Rob Garcia Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner @ Corvus Wealth Advisors
5 free lookup(s).
Rob Garcia Location
- Templeton, CA, US
Rob Garcia Work
- 2003 -now CERTIFIED FINANCIAL PLANNER™ Practitioner @
- 1997 -2003 Investment Consultant @
Rob Garcia Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.) (Business/Finance)
1995-1997 - Cuesta College
- Boston University
(Certificate in Financial Planning)
- Center for Fiduciary Studies
Rob Garcia Skills
- Leadership
- Estate Planning
- High Net Worth Individuals
- Not For Profit Retirement Plans
- Project Management
- Entrepreneurship
- Investments
- Endowments
- Social Networking
- Microsoft Excel
- Public Speaking
- Finance
- Retirement
- 401k
- Customer Service
- Corporate Retirement Plans
- Sales
- Defined Benefit Plans
- Wealth Management Services
- Financial Analysis
- Business Strategy
- Healthcare
Rob Garcia Summary
- Rob Garcia, based in Templeton, CA, US, is currently a CERTIFIED FINANCIAL PLANNER™ Practitioner at Corvus Wealth Advisors. Rob Garcia brings experience from previous roles at Wachovia Securities. Rob Garcia holds a 1995 - 1997 Bachelor of Science (B.S.) in Business/Finance @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Leadership, Estate Planning, High Net Worth Individuals, Not For Profit Retirement Plans, Project Management and more. Rob Garcia has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Corvus Wealth Advisors Employees
Brynne Speizer
Advisor
San Luis Obispo, CA, US
Giselle Crout
Chief Operating Officer
San Luis Obispo, CA, US
Beth Telford
Financial Planning Associate
Paso Robles, CA, US
Travis Domingues
Financial Planning Associate
Arroyo Grande, CA, US
Arianna Brush
Client Services Associate
Baywood-Los Osos, CA, US
Anthony Leonti
Retirement Plan Advisor
Templeton, CA, US
Leah Berg
Financial Planning Associate
San Luis Obispo, CA, US
Spencer Rhode
Associate Advisor
San Luis Obispo, CA, US
Matthew Ankeny
Financial Planning Associate
Atascadero, CA, US
Darla Hansen
Chief Administrative Officer (CAO)
Templeton, CA, US
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