Nathan Garcia
Building financial futures through analytical precision and strategic planning

About Me
Combining analytical rigor with a passion for helping families secure their legacies
Education
Double major in Economics and Mathematics at UC Santa Cruz, building a strong foundation in quantitative analysis and economic theory.
Career Goals
Aspiring estate planning attorney dedicated to helping families navigate complex financial decisions and preserve wealth across generations.
Credentials
Earned Money Management Essentials badge, demonstrating commitment to financial literacy and responsible wealth management.
My Journey
As a double major in Economics and Mathematics at UC Santa Cruz, I've developed a unique perspective on financial planning that combines rigorous quantitative analysis with deep economic understanding. My academic journey has equipped me with the analytical tools necessary to navigate complex financial landscapes and provide strategic guidance.
My passion lies in estate planning law, where I can merge my mathematical precision with my desire to help families secure their financial futures. I believe that effective estate planning requires both technical expertise and genuine care for clients' long-term wellbeing. Through my studies and practical experience, I've learned that the most impactful financial strategies are those that balance analytical rigor with human understanding.
Beyond academics, I've gained valuable experience in customer service and financial education roles, from hosting at Fortune Cookie to serving as a Financial Peer Mentor with the SlugCent Financial Wellness Program. These experiences have taught me the importance of clear communication and building trust—skills that are essential for any successful estate planning attorney.
Experience & Achievements
Building practical skills through diverse roles and continuous learning
Work Experience
Financial Peer Mentor
SlugCent Financial Wellness Program
Provide financial guidance to fellow students, connecting them with campus resources and helping them navigate financial challenges.
Programs Assistant
College Programs Office
Organize social events for students, foster community within the college, and celebrate diverse cultural perspectives.
Dining Hall Worker
UCSC Dining
Maintained clean and efficient dining environment while preparing and serving food to the campus community.
Restaurant Host
Fortune Cookie
Provided exceptional customer service, managed seating arrangements, and maintained a welcoming atmosphere for guests.
Achievements & Leadership
Money Management Essentials Badge
Completed comprehensive financial literacy program covering budgeting, saving, and responsible money management.
Stevenson Study Break Lead
Organized campus-wide destress events, collaborated with student organizations, and supported student wellness initiatives.
Let's Connect
I'm always open to discussing opportunities, collaborations, or simply connecting with like-minded professionals
Addresses
Home Address
2701 Woodstock Road
Rossmoor, CA 90720
School Address
359 Plateau Ave
Santa Cruz, CA 95064
Connect on LinkedIn
Let's grow our professional network
Whether you're looking to discuss estate planning, financial literacy, or potential collaboration opportunities, I'm always eager to connect with professionals who share a passion for helping others achieve financial security.