
Gilbert Garcia, CFP®, RICP®
CERTIFIED FINANCIAL PLANNERâ„¢
Gilbert Garcia is the Managing Member of VG Capital Financial Services LLC and the Managing General Agent that mentors and supervises the financial firm's Insurance Agents and Financial Advisors. He is also an Investment Advisor Representative for Fusion Capital Management, a Registered Investment Advisory Firm. More importantly, he's a husband to Vicky and Father to their three beautiful and smart children.
Conferred with a Bachelor of Arts Degree from the California State University - Stanislaus
Executive Certificate in Financial Planning – Santa Clara University - Leavey School of Business
CERTIFIED FINANCIAL PLANNER™ professional
Conferred with the RICP® (Retirement Income Certified Professional®) designation from The American College of Financial Services
FINRA Series 65 Registration - Uniform Investment Advisor Law Examination (Registered in the States of California and Hawaii)
Licensed Life and Health Agent for the States of California, Nevada, Hawaii, Oregon, and Idaho
Member of National Association of Insurance and Financial Advisors (NAIFA-Central Valley)
Member of the Million Dollar Round Table (MDRT)
Aside from advising clients at the office, training agents in the field, or meeting with prospects, he loves just hanging out with the family, watching movies, and working his magic on the grill and smoker. Loves to travel with the whole family in tow to the beach or "roughing it" out at a campground. Most weekends, you can see him at the sidelines of a soccer field watching his daughters play the sport.