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 has a team of CPAs, TPAs, and Estate Planning Attorneys to advocate for his clients in oder to grow their assets by utilizing different strategies and efficiencies in the Markets, Tax Laws changes, and Global Outlook.
Bobby is married to Dianne with three scholar / athlete girls in swimming, golf, and tennis. In his spare time, he volunteers in their respected sports. “I love being a girl daddy!