David Garcia, CFA®, CFP®

David serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly 15 years of experience in the financial services industry, David offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, David served as a Portfolio Manager and Research Analyst at an independent investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management, and investment research.

David received his Bachelor of Science degree in finance from the University of Delaware. He also holds the Chartered Financial Analyst^® designation, as awarded by the CFA Institute, and is a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

David and his wife, Shawnee, reside in Northern Virginia with their son, Nico. In his spare time, David enjoys traveling, hiking, golfing and spending time with family.