18400 Von Karman Ave, Suite 400
Irvine, CA 92612
You Can Flip The whole Page , it's a new Advertising Technique invented by Flippy

Donald E. Garcia

President & Financial Planner



Email Address


With a successful financial service industry career spanning 25 years, Donald is recognized as a business leader throughout Orange County, California. He has developed unique processes and designs and implements financial strategies for affluent business owners, highly compensated executives, and those who have inherited wealth, as well as providing retirement solutions.

Don is dedicated to helping children grow up to be proud and productive Americans. His leadership of and involvement with children is clearly demonstrated in his community outreach achievements. He strongly believes that the involvement of business leaders in their communities is essential to the economic growth and strength needed to ensure a prosperous future for America’s youth. Highlights of some of Don’s most notable achievements are:

Business Leadership

  • President and owner of Pinnacle Consulting Group.
  • Prior to forming Pinnacle Consulting Group, was an investment advisor for John Hancock Financial Services and ranked in the top 1% of all John Hancock associates in the nation for high achievements in overall performance and production.
  • Past President of National Association of Professional Insurance and Financial Advisors of Orange County.
  • Past President of the Walnut Valley Chamber of Commerce in 1997. Under his leadership and with his continuing support, the chamber achieved its goals for that year and beyond.
  • Past President of the Achievers Club of Toastmasters International.
  • Inducted as one of Orange Counties most influential business leaders.
Public Service
  • Appointed by President George W. Bush to the Woodrow Wilson International Center for Scholars.
  • Chairman of Audit and Finance committee for Woodrow Wilson International Center for Scholars.
  • Appointed by Governor Arnold Schwarzenneger to the State Workman's Compensation Board, where he serves on the Investment Committee.
  • Mexico Advisory Board.
  • Assisted in authoring a youth retirement bill considered by the U. S. Congress and Senate.
  • Member of the Executive Board of the Alliance of Central Orange County.
  • Actively involved in the New Majority, one of Orange County’s most prestigious and influential organizations. Through this affiliation and others, helps the County plan for its continuing growth.
  • Board member of the Orange County Hispanic 100, an organization that recognizes the top Hispanic business leaders in the County.
  • Member of the Lincoln Club
  • Co-Chairman, National Latino Coalition, Por Mi Futuro, Washington, D.C.
Community Outreach
  • Past member and Vice Chair of the Board of Directors of the YMCA of Orange County.
  • Past Chairman of the Fundraising and Sponsorship Committee, American Cancer Society.
  • Past involvement in Santa Ana's Project P.R.I.D.E. program as a mentor to individual gang members.
  • Past member of the Board of Directors of New Beginnings Foundation - an organization dedicated to restoring hope, dignity, and independence to children with missing limbs.
Financial Development/Fundraising Experience
  • Served on the finance committees for Assemblyman Bob Pacheco, candidate for Congress Gloria Matta Tuchman, and candidate for State Senate Araceli Gonzales.
  • As Vice President of Legislation for the California Association of Insurance and Financial Advisors, raised the most PAC funds in the history of the organization.
Education and Training
  • Graduate of California State University, Long Beach; Dean's List and the President’s Honor Roll.
  • American College CFP course study
  • LUTC course study
  • Strategic Coach, Dan Sullivan's Master's Class
  • Sagemark University, advanced estate planning and investment planning course study.
  • FINRA registrations: Series 7, Series 63, Series 65
  • California Department of Insurance License
  • Perpetually continues education to amplify the ability to provide the utmost service to the community as well as clients. Through advanced course work, earns and maintains the high level of standards demanded by the professional financial advisors industry, clients, and himself.
Awards and Honors
  • 2016 OC500 Directory of Influence for Our Community - Orange County Business Journal1
  • 2017 Excellence in Entrepreneurship Award Nominee - February 2017, Orange County Business Journal2
  • Celebrating Leadership With a Cause - 2012 Orange County3
  • Million-Dollar Round Table - Top of Table - Consistent qualifier of the national4
  • Former member of the John Hancock Financial Services President’s and Pinnacle Club5
  • Lincoln Financial Group's Top of Council6
  • Premier Partners7
  • The Resource Group (TRG)8
  • Honored as the Outstanding Citizen and Mentor of the Year for contributions and commitment to the Santa Ana P.R.I.D.E. program
  • Inducted into the Walnut High School Alumni Hall of Fame for outstanding accomplishments.

1 Nomination criteria based on community involvement, engagement and growth as well as credibility in professional field, assets under management and professional recognition.
2 Nomination based on integrity and experience in professional field.
3 Orange County's professionals  who are community advocates for great causes, services or education that better our community have been nominated and invited for their causes to be featured in a fund raising book called On Purpose. http://www.onpurposeproject.org/about.html
4 To qualify for the a MDRT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit mdrt.org
5 President’s Club, awarded to the top sales representative of the year. The Pinnacle Club award is given to those elite Regional Vice Presidents who meet or exceed one billion dollars in original assets under management.
6 The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.
7 Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
8 The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisor