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


This Office

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