Advisor at Valtrion Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valtrion Capital Management, LLC
Location
Studio City, CA
Credentials
ChFC®
Industry experience
3 years
Omar Garcia is a ChFC® financial advisor at Valtrion Capital Management, LLC with three years of industry experience. He has worked at Real Talk Capital, LLC and Rob Luna Enterprises, and previously held roles at PCL Construction and Sacramento State University. Outside of advisory work, he is CEO of Garcia Kapital LLC, a pass-through entity without active operations. Valtrion Capital Management serves individual and high-net-worth clients, as well as trusts, estates, and business plan sponsors, providing financial planning, retirement consulting, portfolio reviews, and discretionary investment management. The firm uses ETFs, individual equities, and fixed-income securities with strategic, tactical, and core-satellite allocation approaches tailored to client risk tolerance and time horizons.
Based on Valtrion Capital Management, LLC
Financial planning and consulting services fees are flat annual fees depending on plan type: Solo Plan $995, Family Plan $1,995, Retirement Plan $4,495, Executive Plan $4,995, Entrepreneur Elite Plan $9,995
Certain supervised persons offer insurance products under separate commission arrangements
Account minimum: $10,000 for Total Access Asset Management; $250,000 for Total Wealth Asset Management Minimum fee: $995 to $9,995 annual flat fees for financial planning and consulting services depending on plan type; $1,500 minimum annual fee for Retirement Plan Consulting Fee-only: Fixed annual fees for financial planning and consulting services ranging from $995 to $9,995 depending on plan; flat fees for Portfolio Review Service ($250 or $375); Retirement Plan Consulting fees up to $10,000 flat or up to 1.00% of plan assets
Studio City, CA
California
Real Talk Capital, LLC
2022 - Present (4 years)
Rob Luna Enterprises
2020 - Present (6 years)
PCL Construction
2018 - 2020 (2 years)
Sacramento State University
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 63, Series 65
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Guttman Financial Planning
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