Magaly Garcia has been serving clients at Stewardship Wealth Management Solutions as paraplanner for the last seven years. Among many other client-facing interactions, she is actively involved in drafting financial plans, placing trades, responding to inquiries, and researching account solutions. Her main objectives when working with clients is making sure they are pursuing their financial goals and putting their financial plans into action.
Magaly’s education includes a BA in Economics from UC Irvine, Chartered Retirement Planning Counselor designation (CRPC®), and her securities license. With her knowledge, training, and work ethic, Magaly is dedicated to giving our esteemed clients an unmatched level of service.
In her spare time, Magaly enjoys taking spin classes, going on hikes, and spending time with her family and friends (especially her niece).