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Erik Garcia, certified financial planner and co-owner of Garcia Insurance Services, joins the podcast for a deep dive into why every independent insurance agency really is a unique snowflake and why understanding that fact early is a key to long-term success.
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Erik Garcia – Certified Financial Planner, Investment Advisor at New Century Financial Group.
Erik started in the financial services industry in 2001 after graduating from Tulane University’s School of Business.
Erik later became a CERTIFIED FINANCIAL PLANNER™ (CFP®), which is generally recognized as the highest standard in the personal financial planning industry. In addition to his CFP® certification holds the Series 6, 7, 26, 63, and 65 licenses.
In 2015, Erik joined New Century Financial Group, an independent Registered Investment Advisory firm, giving him access to some of the financial industry’s most innovative technologies and investment resources so that he could best serve his clients.
Erik is passionate about educating his clients which led him to write his ebook: 5 Pillars of Financial Security: A Guide To Managing Your Money Wisely.
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We help time-strapped, non-techy independent agencies acquire and retain more clients with marketing tools, and a gorgeous, conversion-optimized website that will never be mistaken for an out-dated, online brochure.
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Yours in strength,
Hanley
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