Every successful advisor/ client relationship is based on trust, and that trust is built over time by gaining a comprehensive understanding of client goals and objectives.

How to Reach Hector Garza: I encourage you to call my office and set up a face to face consultation. We can learn a lot about each other in an initial appointment and then determine what are next steps should be. You can reach me at 408-422-5306 or e-mail at hector.garza@lpl.com

My hobbies are

Soccer, running, traveling and spending quality time

with my family

What’s on my desk

To-do list, calendar, computer, pictures of my wife and my son

I never leave home without my

i-Phone &

calendar

Hector Garza has over seven years providing advice to individuals and companies in financial services. As a financial advisor, Mr. Garza has educated and built strategies for professionals and retirees on all facets of asset and wealth management. Additionally, he has imple-mented strategies to help protect wealth, reduce taxes, and increase family wealth.

Before joining LPL Financial in 2009, Hector Garza worked for Bank of America Investment’s Global Wealth and Investment Management Group as a financial advisor. Hector holds Series 7, and Series 66 securities

registrations, and holds a Life, Accident, and Health Insurance License. In addition, Hector earned his bachelor’s degree in finance at San Jose State University. A relentless fundamen-talist and tactician, he keeps current with financial trends through a strong partnership with LPL Financial.

At LPL Financial, we offer our clients access to some of the world’s most powerful financial resources. Because we are independent, we have no company agenda to promote. Your goals are always my top priority.

Financial planning: my philosophy

My philosophy of financial planning is to gather adequate reliable information about a client's personal financial situation; to determine the client's goals and objectives, time horizon, and risk tolerance; to analyze all of the foregoing information in an objective manner and to develop recommendations for our clients based upon thorough analysis and in the interest of rendering disinterested advice.

In a personal financial planning engagement, I endeavor to consistently act in the interest of my client and to place his or her interest ahead of our own. Moreover, I believe that a client should be both informed and proactively involved in his or her personal financial affairs. Accordingly, I believe in holding frequent meetings with my clients to educate them about the financial planning process and their own financial situa-tion.

It is my goal is become your chief financial advisor and to coordinate the efforts of your other advisors in your best interests. I want you to be educated about your own financial affairs and to take an active role in managing them.

How to reach Hector Garza:

I encourage you to call my office and set up a face to face consultation. We can learn a lot about each other in an initial appointment and then determine what are next steps should be. You can reach me at 408-422-5306 or e-mail at hector.garza@lpl.com

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