Nathan Garcia, CFP® has been serving individuals, families, and organizations as a financial advisor and planner since 2001. With a deep understanding of the meaningful, positive impact that quality advice can have, Nathan is committed to helping clients achieve clarity and confidence in their financial futures. He takes the time to listen carefully to clients’ needs and effectively communicates planning concepts and strategies in a clear, approachable way.
A native of Florida, Nathan earned his Bachelor’s degree in marketing and risk management from The Florida State University in 2000. He went on to complete his M.B.A. with a concentration in Finance at the University of Pittsburgh’s Katz School of Business in 2009. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Nathan lives in Pine Township with his wife, Ashleigh, their two children, Ava and Nicolas, and their two dogs. He enjoys spending time outdoors—mountain biking, running, and hiking—and cherishes time with family and friends.