Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Sanae A. Garcia, CFP®

Senior Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
213-972-1450

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UBS Financial Services, Senior Vice President - Investments, CFP®

Certified Financial Planner (CFP®) 2002

Smith Barney (later Morgan Stanley Smith Barney), Financial Advisor, Senior Vice President-Wealth Management (Aug. 2000-Mar. 2011)

Merrill Lynch and Company, Financial Consultant, Asst. Vice President (1985-Aug. 2000)


Registered States:
AZ, CA, CO, HI, KY, MI, MO, NC, NJ, NM, NV, NY, OR, SC, TX, VA, WA

Brian A. Garcia

Vice President - Wealth Management
Financial Advisor
213-972-1451

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UBS Financial Services Inc., Financial Advisor, Vice President-Wealth Management, Sr. Portfolio Manager

Smith Barney (now Morgan Stanley Smith Barney, Aug. 2000-Mar. 2011), Financial Consultant, Portfolio Manager

Merrill Lynch & Company, (1989-Aug. 2000), Financial Consultant

Bachelor of Arts, Economics, 1990 University of Southern California


Registered States:
AZ, CA, CO, GA, HI, IL, KY, MI, MO, NC, NJ, NM, NV, NY, OR, SC, TX, VA, WA

Gina Runions

Client Service Associate
213-972-1486

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