Gerardo Garcia is a CFP-designated registered investment advisor at Confianza Wealth Management, based in Vista, CA, with 3 years of industry experience. Gerardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1 clients with $24K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fee Estimator
Contact
Gerardo Garcia
Location
Vista, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Confianza Wealth Management
Previous Registrations
Invicta Financial Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jerry is on a mission to empower 1st-time wealth building families who do not have sufficient assets to get the help from industry giants. Jerry wants to bridge the financial planning accessibility gap by helping these families take control of their financial futures.