(504) 218-5479

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


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

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Evolved to provide information on a topic that may be of interest. Advisor Evolved is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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