Anca Garcia joined the Orbis Wealth Team in June of 2022 as a Business Manager.
Anca brings over 12 years of experience implementing practice development initiatives and strategic planning structures to improve processes within financial planning firms.
Anca thrives by implementing a structure that simplifies the challenges our ever-evolving industry faces. With Orbis Wealth’s continuous growth, she is empowered to apply these skills directly to help advisors and their clients. These initiatives and newly implemented workflows will enable our team of professionals to continue performing at their most optimal level while providing a fully client-centric experience.
Anca earned her Bachelor of Science degree in Business Administration, with a concentration in Finance from Thomas Edison State College. She also holds the Chartered Life Underwriter (CLU) designation from The American College. This high-level designation includes the navigation and complexities of life insurance and estate planning to help guide clients through questions such as: How much life insurance a client needs? & What annuities should clients consider?
Anca enjoys spending time outdoors and propagating her plants. She resides in northern New Jersey with her husband and their two very active little boys.
As a member of Orbis Wealth, Anca looks forward to engaging in thoughtful oversight, operational excellence, and systemizations. All of this, combined with a deep culture of care, are some of the critical verticals she endeavors to elevate the Orbis Wealth practice.
Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
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