Advisor profile


My approach

Rey Garza - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Rey Garza - My approach photo

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Bachelors Degree from the University of Texas at Austin
  • Major in Economics with a specialization in Industrial Organization
  • Minor in Mathematics
  • Series 7 and 66 securities licenses
  • General Lines, Life and Health insurance license
  • Property and Casualty insurance license

Education

  • BA Economics, University of Texas, 1998

Interests

My wife and I enjoy boating on Lake Austin during the summer. We can often be found riding our bikes around town and we have a vegetable garden at home! I also play guitar, but not very well.

Community participation

  • Planned Giving Council of Central Texas
  • Assembly of Catholic Professionals
  • CRHP 35 St John Neumann

Awards & recognition

  • Five Star Wealth Manager, 2014-2016, 2018

Professional associations

  • Planned Giving Council of Central Texas
  • Assembly of Catholic Professionals
  • University of Texas Alumni