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Our Managing Partner

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Gary Garcia II



Gary Garcia II has over two decades of experience in the financial services industry, with experience as a research analyst, financial advisor and a branch manager. Gary has worked with several of the largest brokerage firms throughout his career. His passion for helping clients achieve their financial goals while providing unbiased advice led Gary to form his own firm, 3G Wealth Management. Operating as an Independent advisor allows Gary to act as a Fiduciary and provide the highest level of service and transparency to his clients. As a CERTIFIED FINANCIAL PLANNER™, Gary assists clients with developing financial plans and monitoring their progress. He focuses on providing customized investment solutions and advice in wealth accumulation, retirement planning, insurance analysis, charitable giving, and asset allocation. Through his guidance, clients can comfortably grow their wealth for the benefit of multiple generations.

Gary obtained his undergraduate degree in Economics from Harvard University where he played football for the Crimson. In the community, Gary has supported many organizations, including service as past Treasurer at Quantum Leap Farm, a member of the Institutional Review Board at Bayfront Hospital, and previously served as President of the Harvard Club of the West Coast of Florida. Gary enjoys traveling, triathlons, and collecting art. Gary lives in his hometown of Tampa with his wife, Christina, and their two children.