Sergio Garcia, CFP®, EA joined Frontier in 2023 as a senior financial planner with 15 years of experience in personal financial planning and wealth management. Prior to joining the firm, Sergio served in senior planning and advisor roles in wealth management firms focused on discussing financial planning with clients.
Sergio is an active member of the Financial Planning Association of Dallas-Fort Worth, including serving on the Board of Directors. He serves as a subject matter expert and council member on the CFP Board’s Council on Examinations. Previously Sergio’s professional involvement extended to time spent as an adjunct instructor in Retirement Planning at SMU’s CERTIFIED FINANCIAL PLANNER™ Certificate program.
Sergio received his Bachelor's and Master's Degrees in Personal Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is certified as an Enrolled Agent.
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