Samantha  Garcia,  CFP<sup>&reg;</sup> - Financial Advisor

Samantha Garcia, CFP®

AIF®, CDFA®

Wealth Advisor

111 W Ocean Blvd, Fl 23
Long Beach, CA 90802-7908
(562) 435-5657 CONNECT WITH Samantha
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General

Samantha Garcia is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Long Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst® (CDFA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Women's Finances

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