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Ismael G
CFP®, Series 66
Meridian, ID
Garcia Financial Planning
Ismael Garcia is a CFP® and Series 66-licensed advisor with four years of industry experience. He founded Garcia Financial Planning, an independent firm based in Meridian, ID. His prior roles include positions at Avantax Advisory Services and Cetera-related firms. Garcia Financial Planning is a fee-only advisory firm serving individuals and high-net-worth clients, managing approximately $6 million for around 46 accounts. The firm combines fundamental analysis with mutual fund and ETF selection, offering both passive and active strategies as well as socially responsible investing options, and maintains a unique approach including single-custodian use and individual trade executions.
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