David Garcia, CFP®

Financial Advisor

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David helps busy and successful people make their lives simpler and more productive. He provides a thorough approach to financial planning by coordinating the efforts of his clients and their advisors. He helps deal with issues of cash flow management, retirement planning, investment performance, and tax minimization. He has extensive knowledge of qualified plan design, diversified portfolio implementation, manager selection, and employee benefits.

David joined Compass Advisory Partners in 2005 after a successful career with his former firm, American Express Financial Advisors. He earned his Certified Financial Planner™ designation in 2007.