ERIK GARCIA, CFP

ERIK GARCIA, CFP

 (504) 218-5479

 erik@Plan-Wisely.com

Erik is a financial and investment advisor based out of New Orleans. He helps his clients manage their investments and make financial decisions that align their values with their money. He helps clients with 401(k) rollovers, retirement planning, getting out of debt, learning new savings habits and life insurance planning. People often consult with him on their most pressing financial concerns.

As a financial advisor, Erik works with people who want to build wealth through wise investment management. He wants his clients doing the things they love and not toiling over their finances, so he offers:

  • Active investment management
  • A high level of personalized service
  • Financial education
  • Financial tools to support financial decisions
  • Ongoing planning services

He is the co-developer of “Building Us”, a premarital counseling program that combines relationship counseling with financial coaching created jointly with a family therapist.

In 2010, He co-founded an independent property and casualty insurance agency, Garcia Insurance Services (continuing his family’s legacy in that arena of the financial services world).

Licenses and Certifications:

  • Investment Advisor Representative – New Century Financial Group, L.L.C
  • Registered Representative – Royal Alliance Associates, Inc. – Registrations: Series 6 and 63
  • Life, Accident and Health Insurance – Garcia Financial Group

Education:

  • Tulane University’s A.B Freeman School of Business

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Securities offered through Royal Alliances Associates, Inc. (RAA), member FINRA / SIPC.  Investment advisory services offered through New Century Financial Group, LLC RAA is separately owned and other entities and / or marketing names, products or services referenced here are independent of RAA.

Branch Office One Airport Place, Suite 3, Princeton NJ 08540 Phone: (609) 924-2049

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