Gerardo Garcia
Confianza Wealth Management · Vista, California
Gerardo Garcia is a fee-only financial advisor at Confianza Wealth Management in Vista, California, who holds the CFP credential. Confianza Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Confianza Wealth Management |
|---|---|
| Based in | Vista, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $692K across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7251932 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.confianzawealth.com |
How Gerardo's firm compares
- Confianza Wealth Management's average account is about $25,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Gerardo
Is Gerardo Garcia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerardo holds no broker registration, and Confianza Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerardo charge for financial advice?
Gerardo's firm, Confianza Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gerardo Garcia based?
Gerardo Garcia is based in Vista, California.
What credentials does Gerardo Garcia hold?
Gerardo Garcia holds the CFP credential.
Is Gerardo Garcia registered with the SEC?
Yes. Gerardo Garcia is registered as an investment adviser representative in CA (CRD 7251932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Confianza Wealth Management manage?
Confianza Wealth Management reports $692K across 28 accounts in assets under management.
How do I contact Gerardo Garcia?
Through Gerardo's website, www.confianzawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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