CPA, CFP®, ADPA®
David Garcia joined Evensky & Katz/Foldes Financial 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 Financial 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.