GLORIA GARCIA

PARAPLANNER

Gloria Garcia joined BWM Financial in 2022. As a financial planner, she connects with individuals through authenticity and is passionate about the stories that make up a person and their financial situation. Her background and cultural competence allow her to provide unique, holistic, curated, and effective services to deliver goal-based advice for each client’s life.

She holds a Bachelor of Science in Applied Mathematics and a Bachelor of Arts in Spanish Community and Culture from the University of California Los Angeles. Before working at BWM Financial Gloria worked as an investment operations specialist for a financial life planning firm based out of Marina Del Rey.

Born in Mexico and raised in San Diego, Gloria currently lives in San Diego. In her free time, she enjoys dancing salsa, going to the movie theater, and traveling with her husband.