Certifications: CPA, CFP®, ADPA®
David Garcia joined Evensky & Katz/ Foldes Wealth Management in 2006. Before joining the firm, David worked in Public Accounting at Gerson, Preston, Robinson & Co. He is responsible for helping Evensky & Katz/ Foldes clients with all their financial planning needs from developing a financial plan to estate and tax issues.
Mr. Garcia earned his bachelor’s degree in business from the University of Florida and a Master of Taxation from Florida International University. He is a licensed Certified Public Accountant, Certified Financial PlannerTM, and Accredited Domestic Partnership Advisor.
In 2012 Mr. Garcia was elected to the firm’s management committee. The committee is responsible for the strategic vision as well as overall management of the firm. Mr. Garcia is a member of the Miami Children’s Hospital Foundation Diamond Society.
Having made substantial changes to the US tax code at the end of 2017, Congress took a step closer to changing the US retirement system a few weeks ago. The House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act on May 23 by a large bipartisan margin of 417-3. The bill…
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