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David L. Garcia, CPA, CFP, ADPA

David l. garcia, cpa, cfp, adpa

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location of David L. Garcia, CPA, CFP, ADPAMiami, Florida, United States
Phone number of David L. Garcia, CPA, CFP, ADPA+91 xxxx xxxxx
Followers of David L. Garcia, CPA, CFP, ADPA186 followers

  • Timeline

    Feb 2004 - Aug 2006

    Staff Accountant

    Gerson, Preston, Robinson & Co.
    Current Company
    Aug 2006 - now

    Wealth Manager

    Evensky&Katz/Foldes Wealth Management

  • 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