Head of Advisory Services

Charles R Garcia


Charles's personal bio

Charles was born into a military family and has lived in Texas for over 30 years. He and his wife brought their three young children to San Antonio in 2010 after he sold his Houston-based financial planning company.

Charles has been in the Financial Services industry for over 20 years. In this time, he has served as a business owner, financial advisor, consultant and manager. He has earned degrees in Psychology and Law.

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.