Alex Garcia | CFP® | Wealth Manager

Specializations

  • Cash Flow Planning & Budgeting
  • Retirement Planning
  • Executive Compensation Plans
  • Financial Planning for Young Professionals
  • Student Loan Analysis
  • Life Insurance Needs

Alex Garcia CFP® Wealth Manager

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Alex Garcia was born and raised in Austin, Texas and is a  CERTIFIED FINANCIAL PLANNER™.  He is a graduate of Texas Tech University with a B.S. in Personal Financial Planning.

Before joining the Stone Wealth Management team, Alex was Chief Strategist at Beyond U Inc. – an online practice management platform for financial advisors. He started his career as a financial planner at Wealth Analytics, a fee-only RIA in San Diego, California.

Outside of work Alex enjoys cooking, golf, snowboarding and spending time with friends and family.

Specializations

  • Cash Flow Planning & Budgeting
  • Retirement Planning
  • Executive Compensation Plans
  • Financial Planning for Young Professionals
  • Student Loan Analysis
  • Life Insurance Needs