A complete list of active advisors currently associated with Garcia Financial Planning

Warmer can help you find a great advisor at Garcia Financial Planning or one who fits your needs even better.

Garcia Financial Planning is a fee-only registered investment adviser that provides investment management and financial planning to individuals, families, and business owners. Services include comprehensive financial plans and ongoing planning arrangements in conjunction with discretionary portfolio management for client accounts. The firm develops individualized investment policies and asset-allocation targets, managing portfolios with stocks, bonds, mutual funds, and ETFs using a mix of passive and active approaches and a generally long-term orientation. Garcia Financial Planning also offers socially conscious investing options and will construct customized SRI portfolios using third‑party research when clients request values-based criteria. A distinctive operational feature is the firm’s use of a single recommended institutional custody platform and its reliance on that platform’s digital tools for account opening, custody, and trade execution. The firm does not aggregate or “block” trades across clients and provides reporting primarily through custodial statements rather than separate firm-generated performance reports, and it maintains a dedicated ongoing planning tier tailored for business owners that is applied according to assets under management.

To learn more about the advisors currently working at Garcia Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ismael Garcia	Meridian, ID	4

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