650 Town Center Drive Suite 1650
Costa Mesa, CA 92626-1732
Helmut Garcia is a Wealth Management Advisor with MassMutual Greater Pacific. He specializes in comprehensive financial planning, working with a broad range of clients from corporations with their employee and executive benefits to ultra-high net worth individuals with their asset management, insurance and estate planning strategies.
Helmut began his career in Financial Services in 2006 at E*Trade Securities working with High Net Worth individuals and families in the Brentwood suburb of Los Angeles. From there he moved on to work for a high profile celebrity bank in Beverly Hills, and later Merrill Lynch in Calabasas, CA. More recently Helmut has worked with CPAs, and Fortune 500 company employees in helping them transition from work into retirement, where he served as a wealth manager / portfolio manager for a private family office in Newport Beach.
Helmut received his Bachelor of Science degree from California State Polytechnic University, Pomona in Computer Information Systems. He currently holds the following FINRA and Insurance licenses:
• Series 7: General Securities Representative
• Series 63: Uniform Securities State Law
• Series 66: Investment Advisor Representative
• California Life & Health
California State Polytechnic Universty Pomana
Hiking, camping, going to the beach, travel, golf, biking
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Estate Planning
- Retirement Strategies
- Financial Education
- Risk Management Strategies
- Group Benefits
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Check the background of this investment professional on FINRA’s BrokerCheckSee Helmut’s Licenses and Disclosures