Gloria Garcia

Gloria Garcia joined BWM Financial in 2022. As an Associate Wealth Advisor, 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.