RACHEL GARZA<br /><span class=MBA,CFP®" class="right photo vcard_img" width="390" />

RACHEL GARZA
MBA,CFP®

Associate Client Advisor

Phone: 281-717-2190
E-mail:
 
  • Getting to Know Rachel..................
  • What books do you often recommend to people? The Last Lecture by Randy Pausch, Lone Survivor by Marcus Luttrell and The Shack by William Young
  • What are your daily reads? Jesus Calling, Daily Scripture, I listen to my daily news fix
  • You are often described as? Strong, passionate, goal oriented, and stubborn
  • Family Matters – describe your household... Just me in my home so I am super Aunt, I am very close with my mother, sister and brothers and their spouses.
  • What is the greatest challenge you have overcome? Choosing to change careers at 33 and feeling like I was starting from point zero all over again.
  • What do you consider to be Underrated? Seat Warmers!! I realize I live in Texas, however on those chilly days l am very thankful for my seat warmer.
  • What do you consider to be Overrated? The Kardashians
  • How do you stay Sharp? Exercise daily, listening to people wiser than I, staying open to new ideas
  • Family or Friends poke fun at? All five feet of me.....I am vertically challenged without my heels
  • Greatest Movie Moment? End of Saving Private Ryan, when the older gentleman visits the gravesite and looks back to his wife and says "Tell me I've led a good life, tell me I'm a good man"
  • Financial Lesson you will teach your children? Keep a good balance between saving for your future and spoiling yourself a little in the present.
  • Most satisfying part of life at Fitzgerald Wealth Management? It's like coming to work with your family everyday and we help families in return!!
  • Most people don't know that I ..... Raised the Reserve Grand champion hog at the County Fair Show when I was in middle school.

Hello, I’m Rachel Garza and I graduated from Texas A&M University where I earned my Bachelors in Business Administration in 2001. I have always had a passion for helping others and have never met a stranger so I decided to combine by competitive spirit with my urge to help people and pursued a career in sales. Although I had just started my career I decided I wanted to earn my MBA and therefore worked full time while completing my Masters in Business Administration with an emphasis in Marketing from The University of St. Thomas here in Houston. I was fortunate to work in the pharmaceutical and medical device industry and earned numerous awards including Winner Circle, Product Leader, Regional Sales Champion and took part in Management Leadership Development Programs. During my time in the industry I gained valuable knowledge not only of how the human body functions but from a business standpoint I learned of the inner workings of the insurance industry and various hospital systems. That experience has proven to be extremely helpful when I, my family or friends have been confronted with different medical conditions.

After eleven years in the medical industry, my desire for helping people took me in a new direction through the encouragement of my financial advisor Molly Ward. With a bit of trepidation but mostly excitement I began a new phase of my life and joined AXA Advisors in 2012. I quickly discovered the importance of working with experienced advisors and after navigating the new industry for two years I was given the opportunity to join Fitzgerald Wealth Management in 2014.

Outside of work I am active in my church participating as a Eucharistic Minister and a Religious Education Teacher, serving the Pre-k 3 Sunday School Program. I enjoy running and have raced in three marathons, several half marathons and have just embarked in the sport of Trail Running. I greatly enjoy traveling with my friends however; since my family is spread across the country I am most content when I am able to spend time with my family.

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Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Fitzgerald Wealth Management is not owned or operated by AXA Advisors, LLC or its affiliates.

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