Rob Garcia is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary 360 receiving formal training in investment fiduciary responsibility. Rob is a Branch Manager and Investment Advisor Representative affiliated with LPL Financial. As part of the nation’s largest independent broker-dealer*, LPL Financial Services, Rob is an LPL Registered Principal and one of LPL’s top performers. He is a member of the Chairman’s Club, a designation reserved for fewer than 6% of LPL’s top advisors.
Rob graduated cum laude from Cal Poly San Luis Obispo in 1997 with a degree in Business Administration concentrating in Financial Management. He obtained a Certificate in Financial Planning from Boston University and holds FINRA Series 7, 24, 63 & 65 certification.
Rob believes in giving back to the community and currently serves on the Board of Directors as Treasurer and a member of the investment committee for the Cuesta College Foundation and Board of Directors and Treasurer for Community Action Partnership of San Luis Obispo, CAPSLO. He has previously served on the Board of Directors for Big Brothers Big Sisters and the San Luis Obispo Chamber of Commerce. As a veteran he has been a member of the American Legion Post 66 for the past 16 years.
Rob also was recently recognized by the Tribune as one of San Luis Obispo County’s premier business leaders (one of their “Top 20 under 40” - 2008) and has been a familiar face on the local KSBY TV’s Daybreak show providing financial information and market updates weekly for more than 8 years.