Rob Garcia Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ Practitioner @ Corvus Wealth Advisors
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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 - Center for Fiduciary Studies
- Boston University
(Certificate in Financial Planning)
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 1 emails and 2 mobile phone numbers on RocketReach.
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Top Corvus Wealth Advisors Employees
Rob Garcia
CERTIFIED FINANCIAL PLANNER™ Practitioner
Templeton, CA, US
Giselle Crout
Chief Operating Officer
San Luis Obispo, CA, US
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