Mauricio Garcia is a seventeen-year veteran of the industry and has trained over a 100 financial professionals across the country in post-retirement financial strategies. As a Chartered Senior Financial Planner®, Garcia spent several years hosting his own financial planning radio program as well as a television show every Saturday morning.
While there are many financial planners throughout the country and on the radio and television airwaves giving the traditional advice that has become very problematic for today’s retirees, Garcia is declaring a different message and has received the undivided attention of retirees as well as respected financial professional. He has become one of America’s retirement experts.
Retirement Service Specialist
Lorena is the newest member of the Goldstone Wealth Management team, having joined the company in March 2013. She is responsible for the preparation and filing of applications, transferring funds to new accounts, and generally ensuring that the new account process functions in a smooth and timely manner, while keeping the client apprised of all the stages.
Administrative & Operations Assistant
Maricela was raised in Delavan, WI. She came to Bolingbrook to join Goldtone Wealth Management.
She leads our team as Administrative and Operations Assistant with 15 years of experience in the financial industry.
Maricela is married to Gumercindo and they have 4 children. In her free time, she enjoys outdoor activities with her children, and get-togethers with friends and family.
Why Work With Goldstone Wealth Management
We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.