Garcia Wealth Management’s Co-Founder, Gilberto Garcia Takes the Helm as President and CEO
Gilberto Garcia has assumed the pivotal roles of CEO and President at Garcia Wealth Management, marking a significant milestone for the firm at the age of 28.
Having co-founded the firm alongside his brother, Osmar Garcia, Gilberto has been instrumental in steering Garcia Wealth Management to oversee a substantial clientele of more than 1,200 individuals across 40 states. With a proven track record of accomplishments, Gilberto is now set to lead a dedicated team of 15 individuals.
Meanwhile, Osmar will transition to the roles of co-founder and partner, taking on a pivotal position as the managing director of the Northwestern Mutual district office in Conway. While continuing his role as a wealth management advisor, Osmar will maintain involvement with Garcia Wealth Management.
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