garza 150x200Tiffany Garza, CFP®

Associate Planner

Tiffany is a point of contact for financial planning matters, including goal planning, risk management, tax planning issues, retirement benefits, and asset allocation, specific investment questions and/or recommendations, trade requests and any financial plan updates for the Blessing Team.

Tiffany graduated from Texas Tech University in 2005 with a Bachelor of Science in Personal Financial Planning. At Texas Tech she served as Conference Coordinator for the Personal Financial Planning Association and a member of Kappa Kappa Gamma sorority. She is a Certified Financial Planner™ professional, a Registered Investment Advisor Agent with Quest, and a Registered Representative with Raymond James Financial Services and holds Series 7 and 66 licenses. Additionally, she is a member of the Dallas/Fort Worth Financial Planning Association and previously served on their Career Development and Symposium Committees.

Raised in Levelland, Texas, Tiffany now lives in Richardson with her husband Victor, who is also in the financial services industry. She has volunteered for the Christian Community Action and the Ronald McDonald House. She has completed the H&R Block Income Tax course and has been a volunteer tax preparer for underprivileged families through the VITA Program at Christian Community Action. Tiffany enjoys traveling, snow skiing, cooking, movies and working on their house.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.