garcia 150x200Sergio Garcia, CFP®

Associate Planner

Sergio joined Quest in February 2016. He is a primary contact for collecting and analyzing relevant financial information, facilitating client goal setting, trade requests, and establishing priorities in the preparation and implementation of financial plans and annual reviews. Sergio has eight years’ experience and brings a depth of knowledge to the team.

Professional and Community Commitment
  • Member, Secretary (2013), Financial Planning Association, DFW Chapter
  • Former Member, Financial Planning Association, NCA Chapter
  • Former Member, Texas Tech University’s Personal Financial Planning Alumni Board
  • Presenter and Educator, YWCA Financial Empowerment Program (2008-2013)
Education and Credentials
  • Bachelor of Science in personal financial planning, Texas Tech University
  • Master of Science in personal financial planning, Texas Tech University
  • Certified Financial Planner™ professional
  • Certified Retirement Counselor™
  • Series 66
  • Texas General Lines Insurance
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.