18400 Von Karman Ave, Suite 400
Irvine, CA 92612
949.474.6821
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Donald E. Garcia

President & Financial Planner

Phone

949.474.6821

Email Address

PFG@LFG.com

With a successful financial service industry career spanning 25 years, Donald is recognized as a business leader throughout Orange County, California. He has developed unique processes and designs and implements financial strategies for affluent business owners, highly compensated executives, and those who have inherited wealth, as well as providing retirement solutions. He has been appointed by the President of the United States and the Governor of California to provide independent, expert financial advice.

Don is dedicated to helping children grow up to be proud and productive Americans. His leadership of and involvement with children is clearly demonstrated in his community outreach achievements. He strongly believes that the involvement of business leaders in their communities is essential to the economic growth and strength needed to ensure a prosperous future for America’s youth. Highlights of some of Don’s most notable achievements are:

Business Leadership

  • President and owner of Pinnacle Consulting Group.
  • Prior to forming Pinnacle Consulting Group, was an investment advisor for John Hancock Financial Services and ranked in the top 1% of all John Hancock associates in the nation for high achievements in overall performance and production.
  • Past President of National Association of Professional Insurance and Financial Advisors of Orange County.
  • Past President of the Walnut Valley Chamber of Commerce in 1997. Under his leadership and with his continuing support, the chamber achieved its goals for that year and beyond.
  • Past President of the Achievers Club of Toastmasters International.
  • Inducted as one of Orange Counties most influential business leaders.
Public Service
  • Appointed by President George W. Bush to the Woodrow Wilson International Center for Scholars.
  • Chairman of Audit and Finance committee for Woodrow Wilson International Center for Scholars.
  • Appointed by Governor Arnold Schwarzenneger to the State Workman's Compensation Board, where he serves on the Investment Committee.
  • Mexico Advisory Board.
  • Assisted in authoring a youth retirement bill considered by the U. S. Congress and Senate.
  • Member of the Executive Board of the Alliance of Central Orange County.
  • Actively involved in the New Majority, one of Orange County’s most prestigious and influential organizations. Through this affiliation and others, helps the County plan for its continuing growth.
  • Board member of the Orange County Hispanic 100, an organization that recognizes the top Hispanic business leaders in the County.
  • Member of the Lincoln Club
  • Co-Chairman, National Latino Coalition, Por Mi Futuro, Washington, D.C.
Community Outreach
  • Past member and Vice Chair of the Board of Directors of the YMCA of Orange County.
  • Past Chairman of the Fundraising and Sponsorship Committee, American Cancer Society.
  • Past involvement in Santa Ana's Project P.R.I.D.E. program as a mentor to individual gang members.
  • Past member of the Board of Directors of New Beginnings Foundation - an organization dedicated to restoring hope, dignity, and independence to children with missing limbs.
Financial Development/Fundraising Experience
  • Served on the finance committees for Assemblyman Bob Pacheco, candidate for Congress Gloria Matta Tuchman, and candidate for State Senate Araceli Gonzales.
  • As Vice President of Legislation for the California Association of Insurance and Financial Advisors, raised the most PAC funds in the history of the organization.
Education and Training
  • Graduate of California State University, Long Beach; Dean's List and the President’s Honor Roll.
  • American College CFP course study
  • LUTC course study
  • Strategic Coach, Dan Sullivan's Master's Class
  • Sagemark University, advanced estate planning and investment planning course study.
  • FINRA registrations: Series 7, Series 63, Series 65
  • California Department of Insurance License
  • Perpetually continues education to amplify the ability to provide the utmost service to the community as well as clients. Through advanced course work, earns and maintains the high level of standards demanded by the professional financial advisors industry, clients, and himself.
Awards and Honors
  • Recipient of numerous awards for achievements in the financial industry, including the prestigious Quality Award.
  • Consistent qualifier of the national Million-Dollar Round Table Top of Table.
  • Current member of Lincoln Financial Group's Top of Council and the prestigious Resource Group. Ranked #2 nationally
  • Former member of the John Hancock Financial Services President’s and Pinnacle Club.
  • Honored as the Outstanding Citizen and Mentor of the Year for contributions and commitment to the Santa Ana P.R.I.D.E. program.
  • Inducted into the Walnut High School Alumni Hall of Fame for outstanding accomplishments.