Priority Wealth Partners- Mission Viejo

Mission Viejo

Bobby Garcia has been in the financial industry since 1996. He is located in South Orange County, CA and has clients from Coast to Coast. He has served in numerous panels and advisory committees for several investment firms/providers. As a Partner of Priority Wealth, Bobby provides his valuable expertise in the areas of Retirement Planning, Business Planning and Succession/Legacy Planning. He will collaborate with client's CPAs, TPAs, and Estate Planning Attorneys to advocate for his clients in to work toward growing their assets by utilizing different strategies and efficiencies in the Markets, Tax Laws changes, and Global Outlook.

Specific tax and legal advice not provided.

Mission Viejo

Bobby Garcia

Wealth Advisor

(951) 520-0425

bobby.garcia@lpl.com

Peggy Young-Yoon

Client Relationship Manager, Assistant to Bobby Garcia

(951) 520-0425

(951) 520-0419

peggy.youngyoon@lpl.com

Peggy Young-Yoon, originally from Singapore, has been working with Bobby Garcia andhis team of advisers for over a decade. Currently, she serves as the Client RelationshipManager, overseeing the staff, maintaining relationships with...

Nathan Russell

Wealth Advisor | Investment Manager

(800)825-4165

nathan.russell@lpl.com

Nathan Russell has been in the financial industry since 1999. Born and raised in California, he currently resides in San Clemente with his wife, Janet. As an investment manager, his top priority is building risk-adjusted portfolios...