Retirement Should Be Simple, Clear, and Tax-Efficient.
Our free Roth Conversion Workshops make the complex simple — so you feel confident about the future.
ABOUT ALFONSO & BAM GARCIA
A FAMILY TEAM HELPNG FAMILIES BUILD CLEAR, CONFIDENT, TAX EFFICIENT RETIREMENT FOR 18 YEARS
We’ve been serving individuals and families for 2 Decades, helping them simplify retirement planning and make confident financial decisions.
As a husband-and-wife team, we bring warmth, clarity, and a personal touch to every workshop we host and every family is built a custom tailored plan.
Alfonso Garcia
- Series 6 & 63 Registered Representative
- Currently Licensed in CA, TX, VA, NY, GA, NC, AZ, NV and CO (all states available per request)
- NPN: 12110297
- CRD: 5707198
Alfonso leads the retirement income and tax-efficient planning strategies, including Roth conversions, RMD planning, and custom tailored income solutions. He personally guides all educational content, recommendations, and client strategies.
Bam Garcia
- Licensed Life & Health Professional
- Co-Host of the Roth Conversion Workshops
- Lead Client Support & Education
She helps create a welcoming, educational experience and supports families through the planning process, ensuring every workshop is simple, clear, and easy to follow.
Together, we are committed to helping you understand your options and build a retirement plan you feel good about.
WHAT RETIREES ARE SAYING
Leigh Anne Reza - Retired Nurse, Flagstaff AZ
May 1, 2020 was my final day at Kaiser Permanente, Baldwin Park, California. I retired early at age 62.
AG assisted me with all the financial intricacies involved with my retirement. He is my retirement Guru. I would not have been able to navigate the ins and outs of where to place my money, so they worked the best for me in retirement.
AG is knowledgeable and professional. He is there for me when I have any questions. I am now very comfortable in my retirement.
Thank you so much!!
Dr. Gerald Fisch - Retired Dentist, Claremont CA
Greetings from Morocco! Alfonso and Bam were able to help us organize and establish our retirement funds and ensure for financial future.
They have responded quickly and clearly to all our concerns and questions. I have recommended their services to others and will in the future. Thanks
Margaret Estrada - Retired nurse, Montebello CA
I retired from PIH, Whittier last April 2020. I am Blessed beyond belief with the help and guidance of AG during my transition into my retirement.
I am secure and have total peace of mind for my future! AG has explained all aspects to me with much patience and in terms, totally understandable.
I have recommended friends to him and they are equally pleased as well. I will definitely continue to recommend him. With a very grateful heart.
He is my financial guardian Angel.
Financial Services Provided By: Alfonso Garcia
TAX EFFICIENT PLANS SPECIALIZATION
NPN: 12110297
CRD: 5707198
State Life & Health Licenses:
CA: 0G36206
TX: 2577580
VA: 1429610
NY: 117-1273
GA: 3767271
NC: 12110297
CO: 782708
Series 6 & 63 Registered Representative