Joshua Garcia (CFP®, MBA, MIM)
Joshua Garcia focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Josh Garcia, a CERTIFIED FINANCIAL PLANNER™ professional, opened Veritas Financial Consulting, in the beautiful city of Monrovia, California.
At Veritas Financial Consulting our approach to financial planning starts by listening to the goals, dreams, and concerns that our clients come to us with. After we understand what is truly important to you, we work tirelessly to leverage all our resources to create a road map for how you can best achieve your goals.
As a Fee-Only financial planning office, we do not accept commissions and are not subject to sales quotas or required to recommend certain products. Further, we do not accept referral fees, mutual fund fees, or any sort of compensation from anyone besides those who we always put first, our clients. As a result, we are free to look at a broad range of financial products to find solutions that most effectively address our client’s needs from an objective and analytical perspective. This freedom allows us to truly sit on your side of the table.
Learn more by visiting https://veritasfinancialconsulting.com/
Additional Information
Josh was an advisor with a Fee-Only financial planning firm in Pasadena and spent time at Merrill Lynch and Edward Jones. He also proudly served over 6 years as an active duty Air Force Officer where he received the Defense Meritorious Service Medal. In all his positions – from financial services to his various military assignments – Josh has developed a lengthy reputation for honesty, commitment and service.
Josh earned a Bachelor of Arts degree from Valparaiso University with majors in Economics, and International Economics and Cultural Affairs. In addition, he earned Master of International Management and Master of Business Administration degrees from the University of Maryland University College. Josh has also studied at the College for Financial Planning.
As proud residents of the local area, Josh, along with his wife, Sandra, and their daughter, are active in the community. Josh has served on the Board of Directors of the Monrovia Rotary Club and is also a past Director of Corporate Development with the Los Angeles Chapter of ALPFA. In his spare time, Josh enjoys spending time with his family, cycling, and playing basketball and racquetball.
NAPFA Start Date
May 29, 2013
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