Gerardo Garcia Jr, MBA, CFP®
Educating & Guiding First-time Wealth Builders In Achieving Their Life Goals
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Serving Clients Nationwide
Educating & Guiding First-time Wealth Builders In Achieving Their Life Goals
Areas of Focus
- Cash Flow
- Equity Compensation Options
- Estate Planning
- Financial Planning
- Getting out of Debt
- Investment Management
- Retirement Planning
- Saving for College
About Gerardo Garcia Jr, MBA, CFP®
Hi, I'm Gerardo "Jerry" Garcia Jr. I'm Co-Founder & Wealth Advisor at Confianza Wealth Management.I grew up facing financial hardships, relying on food stamps and public aid, and knew it was time to stop merely talking about wanting to build wealth and start acting.
The realization struck deep: I needed to make a difference not just for myself, but for others facing similar issues. I obtained my license, college degree, and joined a firm not only to enhance my life but the lives of other first-time wealth builders. After a few years of helping high net worth individuals grow their assets, I felt the firm wasn't built to help families like mine.
In 2024, I took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders.
As a first-time wealth builder, my money journey has been shaped by a profound understanding of both cultural and financial expectations. My experiences have uniquely positioned me to empathize with the challenges faced by first-time wealth building families, inspiring a distinctive approach to financial guidance.
When I'm not helping families build wealth, you'll find me on a hiking trail, cheering on the San Diego Padres and Chicago Bears, or spending time with my wife Bianca and our German Shepherd, Obi.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Vista, CA, 92084
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Confianza Wealth Management
At Confianza Wealth Management, we founded our firm on a simple conviction: building real, lasting wealth should be rooted in purpose, not just arbitrary numbers on a screen.For too long, the traditional financial industry has catered almost exclusively to those who already have substantial fortunes, locking out ambitious first-generation professionals and high-earning families behind steep asset minimums.
We built Confianza to break down those barriers and bring genuine, collaborative guidance to those building wealth from the ground up. Our name means trust and confidence, and that foundation informs everything we do.
Who We Serve
We specialize in partnering with first-generation wealth builders, growing families, and entrepreneurs who are earning well but want clarity on how to turn their hard work into long-term financial freedom.
Our Services
Whether you are managing equity compensation, establishing an intentional cash flow plan, optimizing your tax strategies, or preparing to pass down a legacy, we look at your complete financial ecosystem. We start by listening to your story and understanding what you want your money to achieve for your family and lifestyle, then craft a clear, structured roadmap designed to turn those goals into reality without the overwhelm.
Why Choose Us?
Transparency and integrity guide our practice from day one. We operate as dedicated, fee-only fiduciaries, which means our advice is always in your best interest. We do not accept commissions, we do not sell financial products, and we never hide our compensation behind complex formulas. Instead, we offer straightforward, transparent flat-fee pricing so you always know exactly what you are paying and what to expect from us.
We believe everyone deserves access to high-caliber financial planning, and we are here to walk alongside you every step of the way as you build wealth with intention.
Education
National University, Master of Business Administration, Finance and Financial Management Services; Bachelor of Business Administration - BBA, Finance and Financial Management Services
Hobbies and Interests
- Family
- Hiking
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Dual Income Family
- Entrepreneurs
- Families
- Gen Y / Millennials
- Hispanic | Latino
- Veterans
- Young Families
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