Sergio Garcia, CFP®
Sergio has more than a decade of experience helping individuals and families pursue their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ with a graduate degree in personal financial planning from Texas Tech University.
Sergio joined the firm in 2020. In addition to his acumen as a financial planner, he adds tax experience as an enrolled agent who can represent taxpayers before the Internal Revenue Service. A recognized leader and mentor, he serves on the Board of Governors for the Dallas Estate Planning Council and on the Board of Directors for the DFW chapter of the Financial Planning Association (FPA). In 2019, Sergio was named a “Young Gun” by the DFW FPA, recognizing him as an up-and-coming planner who is making contributions to the profession. In 2020, he was named a “Best Financial Planner” by D Magazine.
Sergio’s passion for financial literacy comes through in each tailored financial plan he designs. He shares his in-depth knowledge with clients while also serving as an instructor of retirement planning for future CFP®s and teaching financial education classes through a nonprofit community group.
When out of the office, Sergio likes spending time with his wife. He also enjoys cooking, reading and following his university’s football team.