Alex Garcia, CFP®, ECA
Senior Wealth Advisor
Background
Alex Garcia is a Senior Wealth Advisor at HUB Investment Partners, where he supports individual clients by addressing their holistic wealth management needs. On a day to day basis, Alex works to optimize his clients’ finances, manage cash flow and savings, and helps to relieve any financial stress in their lives. Alex’s focus is to provide a one-stop shop for all of his clients’ needs, and to allow them peace of mind while working to achieve all of their goals.
Alex graduated from Texas Tech University and received a B.S. in Personal Financial Planning. He has also earned both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Equity Compensation Associate (ECA) credentials. Before joining HUB Investment Partners, Alex gained experience in a variety of RIAs across the country where he worked as an advisor and assisted individuals by creating all encompassing financial plans. He has also helped many clients understand and create strategies around their equity compensation and executive compensation plans.
Alex currently lives in Austin, Texas. In his spare time, he enjoys cooking, snowboarding, golfing, working out, and doing yoga.
Advisor Location
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies