Mike Garcia

AAMS®, Financial Advisor

Mike Garcia is more than just a financial advisor—he’s a trusted guide with a deep understanding of what it takes to build and protect wealth in the real world.

With over 20 years of hands-on leadership experience managing and turning around restaurant operations across the country, Mike brings a fresh, entrepreneurial perspective to financial planning. His practical, people-first approach sets him apart in an industry often focused solely on numbers.

Today, as an Accredited Asset Management Specialist® (AAMS®), Mike helps individuals, families, and business owners create clear, customized financial strategies for every stage of life. Whether it’s planning for retirement, navigating investments, or preserving a legacy, Mike works closely with clients to ensure they feel confident and empowered in every decision.

Family is at the heart of everything Mike does. He’s a devoted husband, proud father of five, and a joyful grandfather who finds just as much fulfillment in backyard barbecues as he does in financial planning sessions. His approachable style, sharp insights, and strong values make him a go-to advisor for those looking for both strategy and heart.

🏡 Mike is also deeply connected to his community and believes in giving back through local events and mentorship. Whether he’s helping clients build long-term financial security or cheering on his favorite sports teams, Mike brings passion, dedication, and integrity to every aspect of his life and work.

📞 Ready to build a financial plan that truly fits your life?
Connect with Mike Garcia today to start creating a strategy that supports your goals, your family, and your future.

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Credentials & Certifications

  • Accredited Asset Management Specialist® (AAMS®)

  • Series 65 License

  • Life, Health, and Annuity Licensed

Areas of Expertise

  • Retirement Planning

  • Business Succession Planning

  • Investment Strategy

  • Wealth Preservation

  • Family Financial Planning

Past Leadership Roles

  • Regional Director – National Restaurant Chains

  • Turnaround Specialist – Multi-location Operations

  • Team Builder & Executive Coach

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