Nathan R. Garcia

Wealth Manager | MBA, CFP®

Nathan Garcia has served as a financial advisor and planner for individuals, families, and organizations since 2001. He understands the meaningful positive impact quality financial advice can have. He listens to clients needs and effectively communicates planning concepts and strategies in ways clients understand.

Nathan is originally from Florida, where he studied Marketing and Risk Management and earned his Bachelor’s degree in 2000 from The Florida State University. He later completed his M.B.A. with a finance concentration in 2009 from The University of Pittsburgh Katz School of Business, and currently holds the CERTIFIED FINANCIAL PLANNER™ certification.

Nathan resides in the Highland Park community of Pittsburgh with his wife Ashleigh, their two children, Ava and Nicolas, and their two dogs. He enjoys being outdoors, mountain biking, running, hiking, and spending time with his family and friends. He and his family are members of St. Stanislaus Parish in Pittsburgh.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.

Ask an Advisor

We’re here to help. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need.

"*" indicates required fields