McAllen, TX Office

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 designation and has held roles at Whitewing Financial Consulting LLC, Interactive Tax Planning LLC, and Tranquility Financial Planning, LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley and provides econometric consulting and expert witness testimony through Whitewing Analytics. Endurance Financial Planning serves individual clients, including high-net-worth households, pension and profit-sharing plans, charities, and businesses. The firm uses a primarily passive investment approach with portfolios built from index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning tailored to clients’ financial situations and risk tolerances.

Rosa Ybarra is a CFP® with 13 years of industry experience, currently serving at Endurance Financial Planning, LLC. She manages financial planning and wealth advisory services and also owns Interactive Tax Planning, LLC, where she provides tax return preparation and personal tax advice. Ybarra previously worked with the Hidalgo County Appraisal District and other financial firms. Endurance Financial Planning serves individuals, high-net-worth households, and institutional clients through discretionary wealth management, comprehensive financial planning, and ERISA retirement plan consulting. The firm uses a primarily passive investment strategy focused on index funds and ETFs, tailoring plans to clients’ financial situations and risk tolerances.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC in McAllen, TX, holding a Series 65 designation with four years of industry experience. He has worked at Endurance Financial Planning since 2021 and has prior experience at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, charities, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, offering discretionary wealth management alongside comprehensive financial planning and ERISA retirement plan consulting.