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Alex Garcia, CFP®, ECA

Senior Wealth Advisor

Contact Information

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5341 

Background

Alex Garcia is a Senior Wealth Advisor at TCG Advisory Services, LLC, a HUB International company (TCG) where he supports individual clients by addressing their holistic wealth management needs. On a day to day basis, Alex works to optimize his clients’ finances, manage cash flow and savings, and helps to relieve any financial stress in their lives. Alex’s focus is to provide a one-stop shop for all of his clients’ needs, and to allow them peace of mind while working to achieve all of their goals. 

Alex graduated from Texas Tech University and received a B.S. in Personal Financial Planning. He has also earned both the CERTIFIED FINANCIAL PLANNER (CFP®) and Equity Compensation Associate (ECA) credentials. Before joining TCG, Alex gained experience in a variety of RIAs across the country where he worked as an advisor and assisted individuals  by creating all encompassing financial plans. He has also helped many clients understand and create strategies around their equity compensation and executive compensation plans.

Alex currently lives in Austin, Texas. In his spare time, he enjoys cooking, snowboarding, golfing, working out, and doing yoga. 

Areas of Focus

  • Financial Planning
  • Equity & Executive Compensation Plans and Strategy
  • Tax Planning
  • Estate Planning
  • Investment Management
Investment advisory services offered through TCG Advisors, an SEC registered investment advisor. Insurance Services offered through HUB International.
 
HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S.

*Some of the services listed above may be provided outside of HUB International and its affiliates.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.