Insight-based advice

The Garcia Wealth Management Group Picture

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sanae A. Garcia Profile Picture

    Sanae A. Garcia, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • HI
    • IL
    • KY
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA

    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)

        • CERTIFIED FINANCIAL PLANNER™
        515 South Flower Street
        Suite 5000
        Los Angeles, CA 90071
      • Brian A. Garcia Profile Picture

        Brian Garcia

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • GA
        • HI
        • IL
        • KY
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • SC
        • TX
        • UT
        • VA
        • WA

        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

          • University of Southern California, Bachelor of Arts, Economics
          • Senior Portfolio Manager
          515 South Flower Street
          Suite 5000
          Los Angeles, CA 90071
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          Gina Runions

          Client Associate

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          • AK
          • AZ
          • CA
          • CO
          • DC
          • FL
          • KS
          • MI
          • MS
          • NC
          • NM
          • NV
          • NY
          • OK
          • TN
          • TX
          • UT
          • WA

                251 South Lake Avenue
                10th Floor
                Pasadena, CA 91101
              Retirement planning

              Retirement planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              More than 150 years

              offering financial advice

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              Global leader

              UBS is a world-leading wealth manager

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