Claudio Garcia

Claudio began working as an Associate Client Service Manager with our Long Beach team in 2024. Attention to detail is one of Claudio’s biggest strengths, along with his diligence in helping protecting clients’ interests. His responsibilities range from carrying out critical legal administrative and procedural tasks for clients, to responding to specific requests and needs concerning their accounts.

“Helping others has always been a core part of who I am,” Claudio says. “Assisting people in achieving their everyday goals is fulfilling to me. This work gives me a profound sense of purpose.”

Claudio enlisted in the United States Army immediately after graduating high school, serving as an artillery cannon crew member for four years. Following his service, he enrolled in California State University Fullerton, where he earned a Bachelor’s degree in Finance through CSUF’s CFP® program. While pursuing his degree, he worked for the Veteran Resources Center for three years, both as a tutor to his fellow students and a front-desk liaison and administrator. He is currently a candidate for CFP® Certification.

Claudio and his wife Rosario share a cat named Killua. Two of his favorite pastimes are fishing for the sport and relaxation of it – he doesn’t keep the fish – and boxing. Claudio has been a boxer since his early teens and enjoys every aspect of boxing, especially the discipline it requires.