Nona Professional Ladies Group - "Women & Wealth: The Importance of a Financial Plan” with Goretti Garcia, CDFA Founder, CEO
"Women & Wealth: The Importance of a Financial Plan" with Goretti Garcia, CDFA Founder, CEO
Goretti is passionate about helping clients achieve financial independence through a holistic, comprehensive and transparent approach to retirement planning.
One of Goretti’s No. 1 pieces of advice for clients is to “work with someone who focuses on the advice and the relationship, not the financial tools and products to be sold. And, of course, the sooner you start to plan, the more solid your future financial outcome will be.”
Goretti is a financial professional who prepares financial plans for her clients and can offer investment and insurance products and services. She has passed the Series 65 securities exam and holds insurance licenses. Goretti earned her MBA with an emphasis on international business from Webster University in Orlando, Florida.
Connect and network at the Nona Professional Ladies' Luncheons to give attendees the opportunity to cultivate relationships with peers while also learning from empowering speakers on topics relative to the needs of women. Topics include health issues that are prevalent in women, success in male-dominated industries, business solutions, leadership topics, personal branding, local community non-profits, female governmental leaders, sales techniques, finance decisions, legal business decisions, PR marketing and more!