Charles Garcia, Jd, Cfp®

Charles Garcia, Jd, Cfp® Email and Phone Number

CFP Ethics Instructor @ Freelance
San Antonio, TX, US
Charles Garcia, Jd, Cfp®'s Location
San Antonio, Texas, United States, United States
Charles Garcia, Jd, Cfp®'s Contact Details

Charles Garcia, Jd, Cfp® personal email

n/a
About Charles Garcia, Jd, Cfp®

Vision-oriented, creative thinker with nearly three decades of experience in the Financial Services industry as a leader, coach, advisor, strategist and business owner. I currently manage financial planning clients and coach our firm's financial advisors. Educated at the University of Houston (TX) where I earned a BS in Psychology. Juris Doctorate obtained from Taft Law School. I am a Certified Financial Planner (CFP®) and an Ethics instructor for the CFP® Board of Standards. I currently serve as Chairman for the Financial Planning Association of San Antonio & South Texas. My personal time is foremost spent with my family. We are active with our church and other ministry efforts. I also spend time pursuing goals in the non-profit space around primary and secondary education as well as the arts and work with disaster response teams. In the time I have left I work through a never-ending list of backyard projects, read, sometimes write novels and manage my love/hate relationship with running; having completed a couple dozen marathons and ultra marathons.

Charles Garcia, Jd, Cfp®'s Current Company Details
Freelance

Freelance

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CFP Ethics Instructor
San Antonio, TX, US
Website:
paxfinancialgroup.com
Employees:
25
Charles Garcia, Jd, Cfp® Work Experience Details
  • Freelance
    Cfp Ethics Instructor
    Freelance
    San Antonio, Tx, Us
  • Pax Financial Group, Llc
    Vice President, Advisory Services
    Pax Financial Group, Llc Oct 2021 - Present
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  • Pax Financial Group, Llc
    Head Of Advisory Services
    Pax Financial Group, Llc Jan 2020 - Oct 2021
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  • Pax Financial Group, Llc
    Director Of Strategic Acquisitions
    Pax Financial Group, Llc 2019 - Jan 2020
    San Antonio, Texas Area
    View
  • Usaa
    Lead Experience Owner
    Usaa 2017 - 2019
    San Antonio, Texas Area
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  • Usaa
    Sr. Project Manager
    Usaa 2016 - 2017
    San Antonio, Texas Area
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  • Usaa
    Lead Business Advisor (Internal Consultant)
    Usaa 2013 - 2016
    San Antonio, Texas Area
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  • Usaa
    Business Advisor
    Usaa 2011 - 2013
    San Antonio
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  • Usaa
    Wealth Manager
    Usaa 2010 - 2011
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  • Knight Wealth Management
    Owner/Advisor/Consultant
    Knight Wealth Management 2007 - 2011
    Houston, Texas Area
  • Merrill Lynch
    Financial Advisor & Advisor Coach
    Merrill Lynch 2002 - 2007
    Houston, Texas Area
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  • Valic
    National Training Coordinator
    Valic 2001 - 2002
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  • Valic
    Eastern Division Coordinator
    Valic 1999 - 2001
  • Van Kampen Funds
    Associate
    Van Kampen Funds Aug 1997 - 1999
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  • Van Kampen Funds
    Records Retrieval Representative
    Van Kampen Funds Jan 1997 - Aug 1997
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Charles Garcia, Jd, Cfp® Skills

Project Management Vision Creation Strategic Planning Wealth Management Services Investment Strategies Separately Managed Accounts Holistic Financial Planning 529 Plans Etfs Business Development Entrepreneurship Six Sigma Financial Advisory Wealth Strategy Financial Services Portfolio Management Finance Management Leadership Retirement Planning Mutual Funds Investment Advisory Strategic Financial Planning Retirement Series 7 Asset Allocation Series 63 Estate Planning Investments Wealth Management 401k Securities Insurance Financial Planning Process Improvement

Charles Garcia, Jd, Cfp® Education Details

Frequently Asked Questions about Charles Garcia, Jd, Cfp®

What company does Charles Garcia, Jd, Cfp® work for?

Charles Garcia, Jd, Cfp® works for Freelance

What is Charles Garcia, Jd, Cfp®'s role at the current company?

Charles Garcia, Jd, Cfp®'s current role is CFP Ethics Instructor.

What is Charles Garcia, Jd, Cfp®'s email address?

Charles Garcia, Jd, Cfp®'s email address is ch****@****saa.com

What schools did Charles Garcia, Jd, Cfp® attend?

Charles Garcia, Jd, Cfp® attended William Howard Taft University, The University Of Texas At Austin, University Of St. Thomas, University Of Houston.

What are some of Charles Garcia, Jd, Cfp®'s interests?

Charles Garcia, Jd, Cfp® has interest in Motorcycling, Weightlifting, Rock Climbing, Racquetball, Rockclimbing, Coaching Youth Sports, Reading And Writing, Poverty Alleviation, Hiking, Camping.

What skills is Charles Garcia, Jd, Cfp® known for?

Charles Garcia, Jd, Cfp® has skills like Project Management, Vision Creation, Strategic Planning, Wealth Management Services, Investment Strategies, Separately Managed Accounts, Holistic Financial Planning, 529 Plans, Etfs, Business Development, Entrepreneurship, Six Sigma.

Who are Charles Garcia, Jd, Cfp®'s colleagues?

Charles Garcia, Jd, Cfp®'s colleagues are Tommie Mason, Cassidy Kusenberger, Jacob Campbell, Cfp®, Lucas Macdonald, Bryan Wing, Cfp®, Alejandra Bryant, Melanie Rhooms.

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