Benjamin Garcia | Financial Advisor | Albuquerque, NM | U.S. Bancorp Wealth Management

Benjie Garcia

Wealth Management Advisor
U.S. Bancorp Investments

505.798.0246

Primary Office
5620 Wyoming Blvd Ne
Albuquerque, NM 87109

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About Me

It is my pleasure to serve the financial needs of people in the Albuquerque, Los Lunas, Belen, Santa Fe, Taos areas. I started in the financial industry in 1999. I hold a Bachelor of Arts degree in psychology from the University of New Mexico in Albuquerque, New Mexico, and a Master of Arts degree in counseling from the College of Santa Fe in Santa Fe, New Mexico.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I serve as President at North Valley Little League and in my free time I enjoy coaching baseball, volunteering and spending time with my wife and three boys.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.