Gracio Garcia, AIF®

Director of Investments

 

I have been involved in the investment management business for nearly 21 years, working with my clients to make strategic financial decisions that help protect their assets, generate cash flow, and secure retirement income. Knowing that no two people are the same, I follow a series of steps to ensure that I will help achieve my client’s ultimate goals.

I am a multi-year Five Star Wealth Manager designee since 2012. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.

Born in Brazil, I currently reside North of Boston with my wife and two children. My passion for rowing inspired me to co-found the Gentle Giant Rowing Club, a not-for-profit, registered 501(c)3 organization dedicated to introducing and nurturing the sport of rowing, regardless of age, culture, financial ability or physical capability.

 
 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OK24081.

This award is not issued or endorsed by Guardian or its subsidiaries. The annual Five Star Wealth Manager award [2022] is based on criteria developed and obtained by Five Star Professional. No compensation has been provided by the adviser in connection with obtaining or using the third-party award.