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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.
Alpha Iii Wealth Management
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Wealth AdvisorAlpha Iii Wealth Management Jan 2020 - Presenthttps://www.alpha3wealth.com/Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: CA, ID, UT, & WA. Marcheso and Associates Wealth Management and Centaurus Financial, Inc. are not affiliated.
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Advisory Board MemberIdaho Hispanic Chamber Of Commerce Sep 2018 - Presenthttps://www.idahohcc.net/
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Executive SecretaryIdaho Hispanic Chamber Of Commerce Jan 2014 - Oct 2021
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Owner & Wealth AdvisorLake House Financial Mar 2015 - Present
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Vice PresidentIdaho Hispanic Foundation May 2018 - May 2023http://idahohispanicfoundation.org/
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Financial AdvisorGryphon Private Wealth Management Sep 2016 - Dec 2019Eagle, Id, Us -
Co-OwnerCastlebury Financial Advisors Jan 2015 - Mar 2015
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Financial AdvisorLegacy Wealth Management Group Nov 2013 - Dec 2014
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Financial AdvisorMorgan Stanley Wealth Management Nov 2012 - Nov 2013
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OwnerCitius Sport, Co. Jun 2007 - Oct 2012Endurance Sport coaching services, exercise physiology testing, pro bike fitting, and personal trainer education.
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Coach & Pro Bike FitterVision Quest Coaching Dec 2008 - Apr 2012
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Team Director And CoachMultisport Madness Triathlon Team Mar 2008 - Aug 2008
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Assistant Coach And Elite TriathleteRiptide Multisport Team Sep 2005 - Feb 2008
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Director Of Exercise Physiology & CoachingAtp Center (Colorado Center For Altitude Training & Performance) Aug 2005 - Jun 2007
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CoachColorado State University Triathlon Team Aug 2003 - May 2005
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Graduate Teaching AssistantColorado State University 2003 - 2005Fort Collins, Co, Us -
Aquatics SupervisorHighlands Ranch Community Association 2000 - 2000Us
Cortino Garcia Skills
Cortino Garcia Education Details
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Colorado State UniversityHealth & Exercise Science With An Emphasis In Nutrition -
University Of UtahExercise & Sport Science
Frequently Asked Questions about Cortino Garcia
What company does Cortino Garcia work for?
Cortino Garcia works for Alpha Iii Wealth Management
What is Cortino Garcia's role at the current company?
Cortino Garcia's current role is Fiduciary fee-based Investment Advisor Representative at Alpha III Wealth Management; Centaurus Financial, Inc. as Registered Investment Advisor.
What is Cortino Garcia's email address?
Cortino Garcia's email address is co****@****lth.com
What is Cortino Garcia's direct phone number?
Cortino Garcia's direct phone number is +120891*****
What schools did Cortino Garcia attend?
Cortino Garcia attended Colorado State University, University Of Utah.
What are some of Cortino Garcia's interests?
Cortino Garcia has interest in Children, Expanding My Mind With Good Books, Economic Empowerment, Education, Cycling, Running, My Home And My Investmetns, Arts And Culture.
What skills is Cortino Garcia known for?
Cortino Garcia has skills like Fitness, Sports, Exercise Physiology, Investments, Endurance, Management, Nutrition, Training, Leadership, Customer Service, Strategic Planning, Entrepreneurship.
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