Gracio Garcia, AIF®

As Vice President of Wealth Management and head of the investment department at The Bulfinch Group, I bring extensive experience in financial planning and wealth management. I work with high-net-worth individuals, families, and businesses to provide tailored strategies that achieve financial goals. Leading a team of eight professionals, we manage investments across equities, fixed income, annuities, and alternative investments, delivering a client-centered approach.

I am proud to be a member of the Bulfinch Elite Advisors, recognizing top-performing advisors, and I serve on the Park Avenue Securities Executive Advisory Board, collaborating with industry experts to shape policies and enhance service offerings.

I am also honored to be a two-time winner of the Forbes Best-in-State Wealth Advisor award, an accolade that highlights me and my team as top-tier professionals in the financial planning and wealth management field. I have also been recognized with the Five Star Wealth Professional Award for multiple years

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.

The Five Star Wealth Manager award is not issued or endorsed by Guardian or its subsidiaries. It is 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.