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Ann Garcia (CFP®)

Ann Garcia focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Additional Information

We provide comprehensive financial planning and investment management designed to help you achieve your life goals. Whether that means starting a business, sending children to college or a financially-secure retirement, our process is designed to enable you to approach your future with confidence and clarity. Please contact us to schedule a complimentary initial consultation. 

NAPFA Start Date

May 11, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1675 SW Marlow Ave Ste 305 Portland, OR 97225-5102 Phone: (971) 279-7081 Fax: (503) 297-3873
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