Our Firm

Pinnacle Consulting Group is a distinguished financial planning firm with a track record of helping to meet our clients' objectives and life goals. We offer objective planning services with a comprehensive approach to a client's specific needs. Our philosophy adheres to Osaic FA's philosophy - "Serve First, Last and Always" - which was conceived over 60 years ago by legendary leader Stuart Smith, and still drives our business today. We coordinate with your current advisors and provide decision support and education to create an action oriented team of experienced professionals working on your behalf to help fulfill all of your financial planning and wealth management objectives. Due to over a decade of success, our founding member, Don Garcia, has the priviledge of being a member of The Resource Group.

The Resource Group is an ensemble organization of experienced financial professionals who are located throughout the United States. We are an elite group of planners within Osaic FA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele. The Resource Group empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive customized solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques. The Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.