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Leah Garcia

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Are you a small business owner tired of receiving conflicting advice from your CPA and other professionals? Imagine having access to comprehensive, proactive financial solutions that resolve this dilemma and, at the same time, build robust wealth-building strategies. This is achieved through my unique, proprietary process known as 'The Wall of Wealth,' leveraging a team-based model. The outdated referral model, where each professional stays within their own silo, creates conflict and confusion for you as the business owner. It's like having a band all playing a different melody. By now, you have experienced the headache of those clashing sounds. When your four pillar professionals are all on the same sheet of music, singing the same song, the results are a beautiful symphony that will be music to your business and pocketbook as well. The four professionals at the core of your success are: CPA - Tax Professional familiar with your industry Tax Attorney - Advanced Planning Estate Planning Attorney - Proper Planning begins with the end in mind Financial Professional - Life and Health License I began my career in the industry after nineteen years of marriage when I found myself going through a divorce. While many thought that was where my story would end, I took it as my opportunity to reinvent myself. Though I absolutely work hard, I play hard as well. I enjoy travel, eating out, dancing, beach walks, and karate. A Dream Day for me is packing an incredible picnic basket filled with treats, listening to amazing music while training karate on the beach...! It is my ultimate dream to build a community center in low-income areas that provide free activities such as gardening, woodworking, knitting, and other creative skills to build confidence and community connections. I grew up on the East Side of San Jose on food stamps and welfare. But even as a young child, I knew that I wanted more. When I was about six years old, I saw a commercial, and the announcer said, "If you spray Windex on your windows, your whole world will sparkle." It might sound corny, but this is still the visual I use today as I help every family. I think about the children in their life and their future who will be positively impacted by the plans we put in place to create generational and multi-generational wealth. P.S. My favorite quote: "You can't measure The Heart of a Champion just by looking at them!"

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