Gloria Garcia Cisneros
Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives
Gloria Garcia Cisneros · Los Angeles, California
Is this you, Gloria?
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About
Gloria is a wealth manager in Westwood at LourdMurray. She has been at the firm since 2024 and is responsible for creating and running financial plans, analyzing investments, and identifying planning opportunities and obstructions for ultra-high-net-worth individuals and families. She has been in the industry for 7+ years.
Gloria and her team tailor financial solutions to complement their business management, tax & estate teams. She is a fee-only advisor. Gloria holds the CERTIFIED FINANCIAL PLANNER® certification and earned a double Bachelor’s degree from UCLA in Applied Mathematics and Spanish Community and Culture.
Who they serve
- HENRY (high earner, not rich yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Multi-generational families
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Education Planning
- College/Education Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Family Wealth Transfer
- Investment Management
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Retirement Planning
- Wealth Management
- Portfolio Management
- Life Transition Planning
- Insurance Planning
- Financial Advice & Coaching
- ESG/Impact Investing
- Business Succession Planning
- Charitable Giving
Structured record
| Name | Gloria Garcia Cisneros |
|---|---|
| Firm | Gloria Garcia Cisneros |
| Location | Los Angeles, California |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Over $5B |
| Founded | 2015 |
| Firm size | 21 - 50 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 65 |
| Investment approach | Passive management |
| Website | https://lourdmurray.com/ |
| https://www.linkedin.com/in/gloria-s-garcia/ |
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Specialties
- Small business owners
- Family wealth transfer
- Sustainable & impact investing