Financial Advisor Profile

Thiago Garcia, CFP®

Associate Financial Advisor, SDCCU Investment Services

About Me

My journey in the financial world started during my college days, where I began as a teller at Wells Fargo Bank. Over the course of almost a decade, I held various positions, culminating in serving affluent clients with their banking, lending, investment and retirement needs. Holding my FINRA Series 6, 63, 65 and 7 licenses, I bring a wealth of expertise to the table. In 2023, I made the exciting decision to join the SDCCU team, drawn by its remarkable sense of community and commitment to its members and employees.

I was born and raised in Brazil and immigrated to the United States as a teenager. Family means a lot to me, and I love spending time with them. When I’m not working, my wife and I enjoy traveling. We’ve been to many countries in Europe, and we often go back to Brazil. Soccer is a big part of my life – I really enjoy watching and playing it. Learning languages is another passion of mine; I am fluent in English, Portuguese and Spanish. I have also studied French and some Mandarin.

What Makes Me Different

Through a strong passion for learning, I bring a modern approach as a financial advisor adept in up-to-date techniques and technology. My method blends attentiveness and goal-driven strategies, tailored to help clients pursue their unique financial objectives. By incorporating clients into this modern process, we help clients work toward achieving their goals. I stay up to date on the latest trends in the field, so I’m well-prepared to provide effective guidance. Through teamwork, empowerment and continuous learning, I’m committed to helping those I’m honored to serve pursue their financial success.

Education & Professional Certifications

• Bachelors of Arts in Communication from San Diego State University
• Master in Business Administration with emphasis in Financial Management from National University
• Certified Financial Planner™ practitioner
• INRA Series 6, 63, 65 & 7 licenses held through LPL Financial
• CA Insurance License #0K30692

Branches Served

Scripps Ranch

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Services Include

Comprehensive Financial Planning
Wealth Management
Retirement Analysis
Life Insurance & Long Term Care Planning
Small Business & Corporate Retirement Plans

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CLS.