Growing up, I witnessed firsthand the hardships individuals faced when they didn't realize their financial potential. Those experiences, along with my passion to help others, is what inspired me to build my own Edward Jones practice.
I am committed to helping my clients achieve their financial goals. Using an established process, I engage my clients on a deeper level, first understanding what is most important to them. I build personalized financial strategies for my clients to help them achieve their goals. Once a foundation is built, I partner with my clients for life to ensure that we are on track.
An important component of the coaching I provide, is the ability to coordinate with my clients' team of professionals. I regularly collaborate with CPAs and attorneys to leverage their expertise in their respective fields. This allows for a more seamless experience for my clients.
When I am not in the office I enjoy backpacking, hiking, traveling, reading, being active and spending time with loved ones. I was born and raised in the Santa Ynez Valley. Giving back to the community that has given me so much is important. I am an active member in several civic and business organizations, including Rotary Club of Buellton, People Helping People and SYV Women's Network. I have volunteered for United Way's Fun in the Sun Lunch Bunch Program and lead a group of SYV High School sophomores in a portfolio challenge. I have also gone on several mission trips to help the less fortunate.
I earned my BS in business administration from Cal Poly San Luis Obispo. I eventually made my way back to the valley and feel so fortunate to be able to grow my business here.
My goal is to provide solutions to help individuals reach their financial goals. From preparing for retirement, living in retirement, preparing for the unexpected and education savings, we will create a plan to help you achieve what’s important to you. Please contact me to discuss your situation and options.
My Personal Interests
- Active Lifestyle
Office Address1090 Edison St Ste 101
P O Box 599
Santa Ynez, CA 93460
Phone NumberLeslie Garcia at (805) 688-9079
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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