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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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • KY
    • MI
    • MO
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OR
    • PA
    • SC
    • TN
    • 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
        sanae.garcia@ubs.com
        Sanae A. Garcia, CFP
        515 South Flower Street,Los Angeles,CA,90071
      • Brian A. Garcia Profile Picture

        Brian Garcia

        First Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • CT
        • FL
        • HI
        • KY
        • MI
        • MO
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OR
        • PA
        • SC
        • TN
        • 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
          brian.garcia@ubs.com
          Brian Garcia
          515 South Flower Street,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
                gina.runions1@ubs.com
                Gina Runions
                251 South Lake Avenue,Pasadena,CA,91101

              Outlook on interest rates

              Global Wealth Report 2024

              Crafted wealth intelligence

              Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

              Gain additional insights into the trends shaping wealth in the US and around the world.

              Download the report

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              More than 160 years

              offering financial advice

              $5.8+ trn

              UBS Group invested assets
              As of 03/31/2024

              Global leader

              UBS is a leading and truly global wealth manager

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