Rebecca Garcia
Advisor at Premier Path Wealth Partners, 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.
Advisor at Premier Path Wealth Partners, 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.
Location
Madison, NJ 07940
Credentials
Series 66
Industry experience
2 years
Rebecca Garcia is a financial advisor at Premier Path Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, she has experience in education and camp administration, including roles at Future Stars Camp and Madison High School. Premier Path Wealth Partners serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and access to third-party money managers. The firm employs a combination of fundamental, technical, and quantitative analysis with ESG screening and utilizes multiple third-party platforms to support investment management and operations.
Based on Premier Path Wealth Partners, LLC
Based on Premier Path Wealth Partners, LLC
Flat fees range from $1,500 to $50,000 for financial planning and consulting; flat fees range from $1,500 to $25,000 for retirement plan consulting.
$0+: Up to 1.50% annually (maximum annual fee for Portfolio Management Services) +: Up to 1.50% annually (for Retirement Plan Consulting based on percentage of Plan assets)
Up to $350 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Hourly fees up to $350 per hour for financial planning and consulting services; flat fees from $1,500 to $50,000 for financial planning and consulting; flat fees from $1,500 to $25,000 for retirement plan consulting.
7 Giralda Farms, Suite 190
Madison, NJ 07940
New Jersey
Premier Path Wealth Partners, LLC
2023 - Present (3 years)
Merrill
2021 - 2023 (2 years)
Medix
2020 - 2021 (1 year)
MassMutual New Jersey - NYC
2019 - 2019 (1 year)
Future Stars Camp
2017 - 2017 (1 year)
James Madison University
2016 - 2020 (4 years)
The Thirsty Turtle
2014 - 2017 (3 years)
Madison High School
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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