RACHEL GARZA<br /><span class=MBA,CFP®" class="right photo vcard_img" width="300" />

RACHEL GARZA
MBA,CFP®

Associate Client Advisor

Office: 281-717-2190
E-mail:
 
Advisor Name Designations Advisor Image URL Positions Licenses
Rachel Garza MBA,CFP® /files/48572/Rachel-Garza.jpg Associate Client Advisor
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LinkedIn Email
https://www.linkedin.com/in/rachelgarza1 rgarza@fitzgeraldwm.com
 
Bio

Hello, I’m Rachel Garza, and I graduated from Texas A&M University where I earned my Bachelors in Business Administration in 2001. Upon beginning my professional career I decided to return to school and continued working full time while earning my MBA from The University of St. Thomas here in Houston, Texas.

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. I worked in the pharmaceutical and medical device industry for 11 years and during my time in the industry I gained valuable knowledge that has proven to be extremely helpful when I, my family or friends have been confronted with different medical conditions.

Through the encouragement of my financial professional, I took my desire for helping people in a new direction and joined my current broker-dealer, now Equitable Advisors, in 2012. I quickly discovered the importance of working with experienced financial professionals and after navigating the new industry for two years I was given the opportunity to join Fitzgerald Wealth Management in 2014 as the firm’s Operations Manager. Working and learning side by side among some of the best in the business has allowed me to grow in my career and after obtaining my CERTIFIED FINANCIAL PLANNER™ professional designation I expanded in my role to become an Associate Client Advisor. I value listening to people’s journey and what has brought them to their current point in life which provides me with a greater appreciation when someone places their trust in me and our team to guide them along the rest of their journey.

Outside of work I am active in my church participating as a Eucharistic Minister and previously as the Pre K3 religious education teacher. I have also become a member of the Houston Livestock Show and Rodeo and volunteer with Girls on the Run. I myself enjoy running and currently am pursuing the Big Six World Marathon Majors, I have completed numerous half marathons and completed the local IronMan Triathlon in 2019.

 
Disclaimer
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
 
FAQ
  • What are your daily reads? Jesus Calling, Daily Scripture, Wall Street Journal
  • 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.
  • How do you stay sharp? Exercise daily, listening to people wiser than I, staying open to new ideas
  • 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 have... Raised the Reserve Grand Champion hog at the County Fair Show when I was in middle school.

California Insurance License #: test


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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 Equitable Advisors, LLC or its affiliates.

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Check the background of this financial professional on FINRA's BrokerCheck