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Anca Garcia

Advisor at Beacon Pointe Advisors, LLC — Montvale, NJ

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Montvale, NJ

Beacon Pointe Advisors, LLC logo

Beacon Pointe Advisors, LLC

Enterprise

Total advisors

472

Across 96 offices

Clients per advisor

63 Typical

Avg AUM per client

$1,661,951 Very High

HNW client ratio

39% High

About

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Client services

Based on Beacon Pointe Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Based on Beacon Pointe Advisors, LLC

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting

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Fee options

Fixed

Fixed fees for financial planning and educational seminars, negotiable based on complexity

Percentage

$0+: 0.50% to 1.50% annually (negotiable tiered range for Wealth Advisory Services) $0+: 0.02% to 0.04% annually platform fee for Envestnet UMA (minimum $50 per account) $0+: 0.50% to 2.00% annually for Wrap Fee Program $0+: 0.25% to 1.00% annually for American Funds F-2 Direct Program $0+: 0.05% to 0.50% annually for Retirement Plan Consulting Services $0+: 0.20% to 0.50% annually for Consulting Services (discretionary portfolios) $0+: 0.08% to 0.50% annually for Consulting Services (non-discretionary portfolios) $0+: 0.20% to 0.50% annually for Outsourced Chief Investment Officer Services (OCIO) $0+: 1.00% annual management fee for Private Funds (waived for clients of Beacon Pointe) $0+: 0.95% annual management fee for BPMAX Interval Fund

Project-based

Hourly fees typically range between $350 and $500 per hour for consulting and financial planning services

Performance-based

Performance-based fees only for certain legacy private fund investments negotiated as a percentage of profits; no other performance-based fees charged

Subscriptions

Annual retainer fees for consulting services, tiered based on assets under supervision

Other

Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,250, waivable at discretion Fee-only: Consulting fees charged as annual retainers, project fees (minimum $25,000), or hourly fees ($350-$500/hr), financial planning fees hourly or fixed, generally negotiated

Location

See office

Montvale, NJ

Montvale NJ

Advisors at this office

1

Most active in

New Jersey

Work history

15 years of industry experience

Beacon Pointe Advisors

2024 - Present • 2 years

Newport Beach, CA

Unemployed

2024 - 2024 • 1 year

Montvale, NJ

Legacy Edge Advisors, LLC

2023 - 2024 • 1 year

Syosset, NY

WealthShield Partners, LLC

2022 - 2023 • 1 year

Roseland, NJ

Orbis Wealth

2022 - 2023 • 1 year

Roseland, NJ

Unemployed

2020 - 2022 • 2 years

Montvale, NJ

Tiaa

2015 - 2020 • 5 years

Hackensack, NJ

Signator Investors, Inc.

2015 - 2015 • 1 year

Parsippany, NJ

New York Life Investment Management LLC

2014 - 2015 • 1 year

New York, NY

PRUCO Securities, LLC.

2012 - 2013 • 1 year

NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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