Gloria Garcia Cisneros
Empowering the Next Gen and First Gen to Build Wealth & Their Dream Lives
LourdMurray · Los Angeles, California
Gloria Garcia Cisneros is a fee-only financial advisor at LourdMurray in Los Angeles, California, who holds the CFP credential. Gloria charges a percentage of assets and a flat fee or retainer and focuses on small business owners, family wealth transfer and sustainable & impact investing.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Multi-generational families
- High earners
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.
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
Facts
| Firm | LourdMurray |
|---|---|
| Based in | Los Angeles, California |
| Fee model | Percentage of assets · Flat fee or retainer |
| Assets under management | Over $5B |
| Firm founded | 2015 |
| Firm size | 21 - 50 employees |
| Credentials | CFP |
| Investment approach | Passive management |
| Firm size | 1983 employees |
| Website | lourdmurray.com |
| Profile |
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Questions about Gloria
Is Gloria Garcia Cisneros a fee-only financial advisor?
Yes. Gloria Garcia Cisneros is listed in the public advisor directory (listed as fee-only).
How does Gloria charge for financial advice?
Gloria charges a percentage of assets and a flat fee or retainer.
Where is Gloria Garcia Cisneros based?
Gloria Garcia Cisneros is based in Los Angeles, California.
What does Gloria specialize in?
Gloria's specialties include small business owners, family wealth transfer and sustainable & impact investing. Gloria works with HENRY (High Earners, Not Rich Yet), ultra high net worth, founders, executives and early-career professionals.
What credentials does Gloria Garcia Cisneros hold?
Gloria Garcia Cisneros holds the CFP credential.
How much does LourdMurray manage?
LourdMurray reports Over $5B in assets under management.
How do I contact Gloria Garcia Cisneros?
Through Gloria's website, lourdmurray.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- LourdMurray website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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