Anca Garcia, CLU®
Director of Firm Operations
Anca serves as the Director of Firm Operations at Beacon Pointe, coordinating firmwide operations projects to enhance the overall client and advisor experience. With an analytical and process-driven approach, she orchestrates firmwide projects aimed at enhancing operational efficiency. Prior to joining Beacon Pointe, she had over 17 years of experience working in the financial services industry with Prudential, New York Life, and TIAA. She held various roles of increasing responsibilities in sales, client services, and practice management. She also managed two IAR mergers into the launch of a new RIA while overseeing firm operations, policies, vendors, and team training. Anca earned her bachelor’s degree in business administration, Finance concentration from Thomas Edison State College. Anca also holds the Chartered Life Underwriter (CLU®) designation from The American College and passed her Series 6, 7, 63, and 65. Anca is married, has two sons, and currently lives in New Jersey. Outside of the office, she enjoys traveling, being outdoors, gardening, and spending time with her family and friends.
