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

Benjie Garcia

Wealth Management Advisor
U.S. Bancorp Investments


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 U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.