We want you to get the financial care you deserve.
About Us
At Consilio, we go beyond offering financial services—we educate and empower. We simplify complex financial concepts, making them accessible to individuals, families, and small businesses alike. Whether guiding you through financial planning or preparing for retirement, we’re committed to walking with you every step of the way.
Our approach is built on transparency, compassion, and integrity. We understand the uncertainty that financial decisions can bring, especially when financial literacy feels out of reach. That’s why we’re dedicated to being not just consultants, but educators, helping you make informed decisions with confidence.
At Consilio, we believe financial literacy is a right, not a privilege. Our goal is to empower you with the knowledge and tools to take control of your financial future, regardless of your background. We are more than a consultancy—we’re partners in your journey towards financial empowerment, one decision at a time.
Mission
"At Consilio, we empower individuals, families, and businesses with the knowledge to navigate finance confidently. Through personalized education and clear guidance, we foster financial literacy, helping our clients achieve clarity and live with purpose and gratitude."
Vision
"We envision a world where financial literacy is accessible to all. As trusted partners in financial empowerment, we assist individuals reach for their fullest potential and build meaningful, prosperous futures."
Since 2009, I’ve been passionate about helping people and businesses navigate the world of finance, particularly in the insurance industry. With a degree in Business Administration, specializing in Real Estate from San Diego State University (SDSU), and licenses in real estate, insurance, and mortgage loan origination, I’ve built a well-rounded understanding of the financial landscape. I’m also a proud advocate for financial education as an NFEC Certified Financial Education Instructor℠.
At Consilio—which means “to design with purpose” in Latin—we’re all about making financial education accessible and breaking down complex topics. We’re here to support both individuals and small businesses with money management services, including personalized financial life plans, retirement planning, and bookkeeping backed by our QuickBooks Online certification.
As someone who’s personally experienced the challenges of navigating finances, especially as an immigrant, I’m deeply committed to our mission at Consilio. I’m excited about the chance to share what I’ve learned and help others find their path to financial confidence.
Let’s work together to make your financial journey clear, purposeful, and rewarding.
Wendy Garcia
Founder, Financial Services Professional, Financial Education Advocate and Certified Financial Education Instructor℠ .