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TEMPLETON, CA March 9, 2010 -- Rob Garcia of Rob Garcia Wealth Management, an independent wealth management firm serving select clients of the Central Coast has been awarded the CERTIFIED FINANCIAL PLANNER™ Professional designation (CFP®) designation from the Certified Financial Planner Board Of Standards. Mr. Garcia is founder of Rob Garcia Wealth Management in Templeton, Ca.

Download the full press release here

US News & World Report's "8 Factors that Determine Your Final 401(k) Balance" Features Rob Garcia

Rob Garcia was recently quoted in an  article by Emily Brandon of US News & World Report on February 22 that discusses factors to determine final 401 (k) balances. Rob mentions the factors that many investors might not know when it comes to maximizing the value of their 401(k) plans.

Read the full article here.

Paso Robles Press Features Rob Garcia Commentary

Rob Garcia was recently featured in the February 12, 2010 issue of The Paso Robles Press.  The article, titled "Financial Focus: 2010 Retirement Bailout Has Arrived" details the rule changes surrounding Roth IRA conversions. Rob discusses why in many cases, converting to a Roth IRA could be advantageous.

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Rob Garcia Featured Advisor in Registered Rep. Magazine Cover Story

Rob Garcia was recently featured in the February 2010 Registered Rep. Magazine cover story "Sweating the CFP". Rob's details the benefits of working with a CERTIFIED FINANCIAL PLANNER (CFP) and why he pursued the esteemed designation and what it means to his clients. Click here to view the full story

PRESS RELEASE: Rob Garcia Earns Accredited Investment Fiduciary (AIF®) Designation From FI360

January 19, 2010 - Fiduciary 360 has awarded Rob Garcia the Accredited Investment Fiduciary designation. This designation underscores Rob's commitment to the best interest of his clients.

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Rob Garcia Shares Some Financial Resolutions in 2010 with

Rob Garcia, of Rob Garcia Wealth Management, talks to Gina Roberts-Grey about some of his financial resolutions for 2010 on, a popular personal finance web site.

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Rob Garcia discusses the 2010 Outlook for ETFs on AOL's <i></i>

Rob Garcia, of Rob Garcia Wealth Management, talks to Sheryl Nance-Nash about the ETF Outlook for 2010 on

Read the full article here.

An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment in ETFs involve additional risks: not diversified, the risks of price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. 

Investors should consider the investment objectives, risks charges and expenses carefully prior to investing. The prospectus contains this and other information. You can obtain a prospectus from your financial representative. Read carefully before investing.

Rob Garcia Honored by <em>Pacific Coast Business Times</em>

Pacific Coast Business Times named Rob Garcia as one of their "40 Under 40" in the pages of the September 25th edition.

Read the full article here.

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