Head of Advisor Services

Charles R Garcia

CFP®, JD

Charles's personal bio

(210) 881-9876

With over 20 years of experience in financial services, Charles Garcia is perfectly suited to provide leadership and expertise to PAX Financial’s team of advisors. In his role as Head of Advisor Services, Charles integrates PAX’s strategic objectives into the daily routines of PAX’s team members.  

While in college, Charles landed a job pulling microfilm in the basement of a financial company and realized he had a knack for and interest in finances. His professional trajectory took him to the financial teams of Fortune 500 companies, but Charles knew he had a soft spot for small businesses, where every employee plays a vital role in shaping the company’s culture and fostering success.   

Charles has worked at PAX Financial since 2019. He appreciates that the company’s values align closely with his own. Because he values finding purpose in his work, the opportunity to help others reach their full potential through his position at PAX is immensely satisfying. In addition to his professional responsibilities at PAX, Charles is also the chapter president of the Financial Planning Associates of San Antonios and South Texas; an Industry Advisory Committee Member at Hallmark University; Advisory Panel Member for the University of Houston’s Bauer College of Business); and a Board of Trustees member, Treasurer, and Head of the Finance Committee at the Geneva School of Boerne. Somehow, he still finds time to run endurance races as well as spend time with his three kids and wife of over 20 years.

When you bring together the right people, to do the right things, at the right time… expect greatness.
Contact Charles
  • Joined the team:
    January 2019
  • What motivates Charles?
    The opportunity to empower and equip others to find joy in their world.
  • Hidden talent:
    The greatest marshmallow roaster on the planet.
  • Community Involvement:
    President of the Financial Planning Association (San Antonio & South Texas Chapter), Church Volunteer and Board Member at Geneva School of Boerne
  • Interests:
    Watching his kids play sports, Endurance races, Reading and writing fictional novels.
  • Favorite book:
    The Book Thief by Markus Zusak
  • Favorite team:
    Houston Texans and Dallas Cowboys. San Antonio Spurs, Houston Astros and his alma mater, the Cougars.