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Ismael G
CFP®, Series 66
Meridian, ID
Garcia Financial Planning
Ismael Garcia is a CFP® and holds a Series 66 license with four years of industry experience. He is the sole advisor at Garcia Financial Planning, an independent firm based in Meridian, ID. His prior work includes roles at Avantax Advisory Services, Cetera, and Boise State University. Garcia Financial Planning is a fee-only registered investment adviser serving individuals, families, and business owners with customized financial planning and discretionary portfolio management. The firm combines passive and active investment strategies, offers socially conscious investing options, and primarily uses a single institutional custody platform for account management and reporting.
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