Genesis Garcia

Bilingual Financial Representative

About Me

Born in the U.S. and raised in Medellín, Colombia until the age of seven, I returned to the States with a heavy paisa accent and a determination to adapt. Over time, I discovered my passion and purpose in financial planning, a career that allows me to help others overcome the same financial hurdles I once faced.

Growing up in an immigrant household, hard work was instilled in me as the foundation of success. However, I learned that effort alone isn’t enough, financial education is equally vital. Experiencing the challenges of limited financial knowledge firsthand inspired me to dedicate my career to empowering others to achieve financial independence and build generational wealth.

Vision

My vision is to build a multi-million-dollar, self-sustaining financial planning practice led by a team of driven women, committed to empowering Spanish-speaking Latino and Black communities. We focus on partnering with like-minded individuals to foster growth, influence, and legacy-building. Our goal is to help clients achieve financial stability, accumulate wealth, and establish a strong foundation for their families, preparing the next generation for greater success.

Mission

Our mission is to amplify the voices of underrepresented communities, ensuring they are supported, celebrated, and positioned to thrive. Through consistent effort, strong habits, and an unwavering commitment to excellence, we strive to foster individual and community growth.

Services We Provide

We focus on creating comprehensive financial plans that address:

• Risk Management Needs
• Debt Consolidation Options
• Wealth Accumulation Strategies
• Tax Management
• Retirement Distribution & Estate Planning

At the heart of our practice is a dedication to building long-term relationships and guiding clients step by step as they understand the moving pieces of their financial health. Together, we plan for both the now and the future, helping our clients leave a lasting legacy.