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

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:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • HI
  • KY
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Credentials

  • CERTIFIED FINANCIAL PLANNER™
515 South Flower Street
Suite 5000
Los Angeles, CA 90071

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Brian Garcia

First Vice President–Wealth Management

Financial Advisor

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:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • HI
  • KY
  • MI
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

Education

  • University of Southern California, Bachelor of Arts, Economics

Credentials

  • Senior Portfolio Manager
515 South Flower Street
Suite 5000
Los Angeles, CA 90071

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Gina Runions

Client Associate

Registered States:
  • 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

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