We want you to get the financial care you deserve.
About Us
“At Consilio—Latin for “to design with purpose”—we help individuals and small businesses build lives grounded in security, intention, and legacy. Our services include tailored insurance solutions and financial planning for life, homeownership, and retirement”.
Our approach is rooted in transparency, compassion, and integrity. We recognize that financial decisions can feel overwhelming, especially when financial literacy seems out of reach. That’s why we’re more than consultants—we’re educators, empowering you to make informed choices with clarity and confidence.
We believe money isn’t just a means to an end—it’s a reflection of your values, your vision, and the life you want to lead. We design financial strategies with purpose, not pressure. Whether it’s planning for retirement, protecting your family, or leaving a legacy, we help you align your finances with what matters most. Because true security isn’t about having everything—it’s about having what matters most.
Mission
“To empower individuals and families to design a secure financial future by aligning their financial decisions with their values, goals, and purpose.”
Vision
"To redefine the way people think about money — not as a destination, but as a tool for intentional living."
Since 2009, I’ve been passionate about helping individuals and businesses navigate the world of insurance and financial services. With a degree in Business Administration (Real Estate emphasis) from San Diego State University (SDSU), and licenses in real estate, insurance, and mortgage loan origination, I bring a well-rounded understanding of the financial landscape. I’m also proud to be a Certified Financial Education Instructor℠ through the NFEC, advocating for accessible financial literacy.
At Consilio—Latin for “to design with purpose”—we help individuals and small businesses build lives grounded in security, intention, and legacy. Our services include tailored insurance solutions and financial planning for life, homeownership, and retirement
As someone who has personally faced the challenges of navigating finances—especially as an immigrant—I’m deeply committed to our mission at Consilio. I’m honored to share my perspective and help clients discover financial strategies that offer protection, growth, and peace of mind.
We look forward to being of service.
Wendy Garcia
Founder, Financial Services Professional, Financial Education Advocate and Certified Financial Education Instructor℠ .