Rob Garcia is a CERTIFIED FINANCIAL PLANNER™ who is passionate about helping clients gain clarity and confidence in their financial lives. With over two decades of experience, Rob is known for building long-term relationships rooted in trust, empathy, and personalized guidance. He believes that financial planning is more than numbers—it’s about giving clients the peace of mind to focus on what truly matters in life. Rob earned his degree in Business Administration with a concentration in Financial Management from Cal Poly, San Luis Obispo. He is deeply committed to serving his community and currently serves on the Cuesta College Foundation Board and its Finance Committee, as well as the F