PenFed Wealth Management
Life throws a lot your way. Let PenFed Wealth Management be your partner in building a secure financial future.
Meet Diego Garcia
For more information about this firm, check FINRA’s BrokerCheck.
Diego Garcia
LPL Financial Advisor
LPL Financial at PenFed Wealth Management
Mobile: TBD
Located in: Puerto Rico
Covers: Mayagüez and Ponce branches
My Background
Let's work together
Diego’s passion for financial planning is deeply rooted in his own life experiences. After the unfortunate passing of his father, Diego saw firsthand how a solid financial plan can provide security in difficult times. He credits his father’s foresight with helping his family navigate through what could have been a financial crisis. Diego enjoys exploring nature, playing video games with friends, and staying active through workouts. He is passionate about maintaining a healthy balance between work, personal growth, and fun. Diego’s commitment to his clients goes beyond just financial advice. He strives to make every client feel like family, building strong, trusting relationships that help ensure lasting success. together, we will create a customized plan focused on your key financial goals.
These goals often include:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Professional Services
- 401(k) Planning
- Investment Management for Seniors
- Retirement Income Planning
- Life Insurance Planning
- Investment Management
- Retirement Account Planning
- Education Funding
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
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Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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