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Debra Garcia, AIF®, Lutcf®

The Vision

With over 30 years’ experience helping organizations develop employee benefits strategies for her clients, Debbie operates as Sonoma Wealth Advisors' business-to-business expert. She supports the firm’s clients with their overall benefits strategies including 401(k) and defined benefit plan solutions. Debbie is a Life Underwriter Training Council Fellow (LUTCF), an Accredited Investment Fiduciary (AIF), and holds her Series 65 and insurance licenses.

She is a long-time resident of Napa. She and her husband of 36 years, Tim, enjoy fine wines, reading, and quality time with their family. They have two children, Christopher and Clare. Debbie likes to spend her weekends reading, crafting, scrapbooking, and spending time with her family. 

Office Phone: (707) 596-9978

Best part of the job:

Helping businesses and employees find solutions that fit their needs

My Role

I work with local business owners to implement the right retirement plan for their company and help them fulfill their fiduciary obligation to their employee participants

Benefits Planning

We work with business owners to craft a strategy that fits their needs as owners, and also their employees' needs as valuable members of the workforce and future retirees. 

Insurance Planning

No financial plan is complete without the proper safeguards in place. We work with you to design and implement a risk management strategy so that when disaster strikes, you are protected.

Fiduciary Services

As a business owner with a retirement plan, you are a fiduciary to your employees. We help you remain compliant with DOL regulations and mitigate the potential for litigation.

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