Contact Hector Garza

Phone: (408) 422-5306

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Hector Garza

  • CFP®
Wealth Advisor

Background

“After working at a big institutional bank, I love the freedom of being able to focus on financial planning, so I can help clients do what they really want with their lives.”
Hector Garza is a Wealth Advisor at Cypress Private Wealth. He has over 12 years of experience providing financial advice to individuals and companies in financial services. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, Hector has developed strategies for professionals, business owners and retirees on all facets of asset and wealth management. Additionally, he has designed and implemented strategies to help protect wealth, reduce taxes and increase family wealth. Hector holds a Series 7 registration through LPL Financial and the Series 66 registration through Strategic Wealth Advisors Group as well as Life, Accident, and Health Insurance License. He has also earned the CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) designation and earned his bachelor’s degree in Finance at San Jose State University.
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