
Jerry Garza, M.A., AAMS, CRPC

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About me
CEO | Financial Strategist & Wealth Advisor (Series 6/63, 65, 26) | Former Webb County Commissioner | Media Executive | Helping Clients Build Wealth & Secure Their Future
Education

Western Governors University
2015 - 2018Bachelor of Science Accounting
College for Financial Planning
-Master of Science - MS Personal Financial Planning
Texas A&M International University
1995 - 1997Bachelor of Arts - BA Political Science and GovernmentActivities and Societies: Student Government Association President

St. Mary's University
2000 - 2001Master of Arts (M.A.) Communications and Applied Politics
Experience

Laredo Community College
Jan 2003 - Dec 2005Adjunct Instructor of Government
Jan 2001 - Dec 2005Adjunct Instructor of Speech
Jan 2003 - Jan 2005

Webb County
Jan 2005 - Dec 2012Webb County Commissioner
Unico Real Estate & Investments, LLC
Feb 2010 - Aug 2019Real Estate Broker
Garza, Garza & Associates, LLC
Aug 2010 - Jun 2015Managing Partner
Aflac
Oct 2011 - Jun 2015Regional Sales Coordinator
KGNS-TV
Jun 2015 - nowNews Director/News Anchor
Modern Woodmen of America
Oct 2023 - Jan 2025As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/ Show less
Managing Partner
Mar 2024 - Jan 2025Financial Representative
Oct 2023 - Jan 2025

Genesis Financial Strategists
Dec 2023 - nowHelping People Make the Right Financial Moves—Because Mistakes Can Be CostlyAt Genesis Financial Strategists, my role isn’t just about numbers—it’s about people. Every day, I work with individuals and families who want to secure their future but don’t always know where to start.I don’t believe in one-size-fits-all financial plans. Instead, I take the time to have real conversations, understand people’s goals and concerns, and build strategies that work for them. Whether it’s retirement planning, investments, life insurance, or rollovers, my job is to help clients make smart moves and avoid costly mistakes.I also spend a lot of time educating and empowering people—because financial planning isn’t just for the wealthy. Rich people can afford to make mistakes—middle-class families cannot. That’s why I host workshops, create digital content, and meet one-on-one with clients to help them make informed financial decisions with confidence.Beyond working with individuals, I also focus on growing the firm, building strong partnerships, and staying active in the community. Financial success isn’t just about numbers—it’s about relationships, trust, and having the right people in your corner.At the end of the day, my goal is simple: make sure people don’t just “hope for the best” with their finances, but actually have a plan to build, grow, and protect what they’ve worked for.If you’re not sure where to start, let’s talk. No pressure—just a conversation about your goals and how to reach them. Show less
Financial Services Advisor
Dec 2023 - nowFinancial Advisor
Dec 2023 - now
Licenses & Certifications

Investment Advisor (License), Investment Advisor Representative (License)
FINRAJul 2021
Public Insurance Adjuster
Texas Department of InsuranceJan 2015
Certified Financial Planner (Education Coursework)
College for Financial Planning
Real Estate Broker
Texas Real Estate Commission
Risk Manager
Texas Department of InsuranceMar 2014
Adjuster - All Lines
Texas Department of InsuranceJun 2018
Chartered Retirement Planning Counselor
College for Financial Planning
General Lines Agent - Property & Casualty
Texas Department of InsuranceOct 2003
Accredited Asset Management Specialist
College for Financial Planning
General Lines Agent - Life, Accident, Health, HMO
Texas Department of InsuranceJul 2002
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