Our Team

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 CalPoly 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 Treasure 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 14 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.

Paul Parotti recently relocated to the Central Coast after owning and managing a successful financial planning practice in Orange County.  Paul is an Investment Advisor Representative affiliated with LPL Financial.  He currently holds FINRA Series 7 and 66 certifications, and he is licensed as a California Life and Health Insurance Agent and as a California Real Estate Broker. 

Paul graduated summa cum laude from Cal Poly Pomona in 1999.  Paul is a former executive in the real estate industry and he brings from his prior experiences a wealth of knowledge of the financial markets. 

Paul has been involved with many community organizations.  He currently serves on the Board of Directors of the Atascadero Rotary Club where he leads financial literacy education workshops for students at Atascadero High School.  Paul also serves on the Board for We Run OC kids, an after-school athletics program for high-risk youth.  He has previously volunteered on the Board of the American Cancer Society’s Relay for Life Events and as a member of the Knights of Columbus. 

Paul lives in Atascadero with his wife Flavia and their many pets.  When not working, Paul can be found fishing in the Eastern Sierra, hiking on the local trails of SLO County or playing basketball.

As one of the most professional and proficient colleagues we’ve encountered in this field, Darla was a person we wanted to join our team. Fortunately for us, after seven years with the same firm, Darla was available to change companies and she agreed to join us. Two decades in customer service, a natural collaborator with great follow-through, and a terrific attitude make her one of our best assets.

Darla, her husband Ron and their three daughters Amber, Tiffany and Alysa enjoy camping, softball and spending time with family and friends.

Katie has been with us for five years. Her previous experience involved a supervisory financial position with a large corporation as well as several years experience in the challenging and complex field of insurance. Katie sets the standard for the kind of personalized service our clients expect. As someone who thrives off of interaction with others, she believes in always exceeding people's expectations.