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Rosalia Garcia
Financial consultant
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Services Offered
- Holistic financial planning
- Investment strategies
- Insurance strategies
About
Rosalia Garcia is a financial consultant based in Newport Beach, California, affiliated with Oppenheimer. She specializes in holistic financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Rosalia employs an in-depth discovery process to understand her clients' specific situations and time horizons. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.
Reviews
Location
620 Newport Center Dr Suite #1000, Newport Beach, California

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Contact This Advisor
Business Information
Address
620 Newport Center Dr Suite #1000
Newport Beach, California 92660
Phone
+1949-219-1043
Website
http://www.oppenheimer.com/olympicpcg
Business Hours
Contact for business hours