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David L. Garcia, CPA, CFP, ADPA

David L. Garcia, CPA, CFP, ADPA

Staff Accountant

Followers of David L. Garcia, CPA, CFP, ADPA194 followers
location of David L. Garcia, CPA, CFP, ADPAMiami, Florida, United States

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  • Timeline

  • About me

    Wealth Manager, Certified Financial Planner, Principal

  • Education

    • University of Florida

      1990 - 1993
      Bachelors of Science Business Administration

    • Florida International University

      2004 - 2006
      Master of Science Taxation

  • Experience

    • Gerson, Preston, Robinson & Co.

      Feb 2004 - Aug 2006
      Staff Accountant

    • Evensky&Katz/Foldes Wealth Management

      Aug 2006 - now
      Wealth Manager

  • Licenses & Certifications

    • Certified Financial Planner

      Certified Financial Planning Board of Standards, Inc.

    • Certified Public Accountant

      Florida Department of Business and Professional Regulation

    • Accredited Domestic Partnership Advisor

      College for Financial Planning

  • Volunteer Experience

    • Corporate Member

      Issued by Miami Children’s Hospital Foundation on Mar 2013
      Miami Children’s Hospital FoundationAssociated with David L. Garcia, CPA, CFP, ADPA

    • Board Member

      Issued by Pridelines on Aug 2017
      PridelinesAssociated with David L. Garcia, CPA, CFP, ADPA