About FELIX GARCIA, RIA
FELIX GARCIA, RIA is a highly experienced and knowledgeable financial advisor who has been serving clients for over 15 years. With a strong background in finance and a proven track record of success, FELIX GARCIA is able to provide expert guidance and financial planning services to a wide range of clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and solutions based on each client’s unique needs and goals.
- Utilizes a comprehensive approach to financial planning, taking into consideration all aspects of a client’s financial situation.
- Offers a wide range of financial services to help clients grow and protect their wealth.
Facts and Insights
As a financial expert, FELIX GARCIA stays up-to-date on the latest market trends, economic developments, and financial strategies. He uses his knowledge and experience to provide clients with valuable insights and advice, helping them make informed decisions about their finances and investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million |
|---|---|
| Number of Advisors | 3 |
| Time in Business | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning
Client Types
- High net worth individuals
- Retirees
- Business owners
- Families
- Young professionals
Fees & Compensation
FELIX GARCIA, RIA is a fee-based financial advisor, meaning he charges a percentage of a client’s assets under management as his fee. This aligns his interests with his clients’ and ensures that he is focused on growing their wealth. He also offers a range of fee-only financial planning services for clients who do not require ongoing investment management.
Background
FELIX GARCIA, RIA has a Bachelor of Science in Finance from a top university and has held various positions in the financial industry before becoming a financial advisor. He has also obtained several industry certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. His strong academic background and extensive experience in the financial industry make him an excellent advisor for his clients.
Financial Advisor Disclosures to Know
FELIX GARCIA, RIA is committed to transparency and maintaining a high level of ethical standards. As such, he discloses all potential conflicts of interest and any fees or compensation he may receive from recommending certain products or services. He also follows all regulatory guidelines and complies with all industry standards to ensure the best interests of his clients are always prioritized.