As an independent Financial Advisor I am a personal coach for families' finances. I help my clients design a custom investment plan tailored to their individual financial fitness goals.I believe that every individual should have the opportunity to maximize their hard earned investment dollars while availing themselves of every tax advantageous opportunity afforded them, maximize social security benefits, and minimize Medicare expenses. To that end I work hard to maintain fluency in current and upcoming trends in U.S. and Foreign equity (stock) and fixed income (bond) markets, as well as alternative investments. I also attempt to choose the appropriate retirement vehicles (401K, Roth IRAs, annuities, etc.), insurance, and employer benefit plans. I am very proud to be able to draw on the wealth of knowledge and resources at Alpha III Wealth Management to help clients discover the best ways to invest and manage their portfolios, no matter the size. Cortino Garcia is a Investment Advisor Representative offering securities and advisory services through Centaurus Financial Inc., member FINRA & SIPC, a Registered Investment Advisor.Cortino is licensed to sell securities in the following states: ID, OR, AR, CA, MT, UT, WA & WY.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Listed skills include Fitness, Sports, Exercise Physiology, Investments, and 45 others.