1992

Larry Garcia ’92 leads the financial planning practice of the Pacific Wealth Management Group at Morgan Stanley. He has extensive knowledge and experience in retirement, business succession, estate, education, and philanthropic planning strategies. He takes special care in establishing a big-picture view of clients’ overall goals and develops planning strategies that often include the input of their other trusted advisors, such as CPAs, estate and business planning attorneys, trustees, and insurance professionals.

 

Having achieved multiple industry designations, including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Investment Management Analyst (CIMA), and Chartered Financial Consultant (ChFC), Garcia has a breadth of wealth management experience that enables him to deliver comprehensive solutions to clients.

Garcia played intercollegiate volleyball for Santa Clara University and the University of London. He and his wife, Kelley, are the parents of two daughters, and they live in Kirkland, Washington. He is a board member of the Kirkland Boys and Girls Club, and he manages the volleyball program at Holy Family School.

29 Oct 2018