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Our financial advice team


Chris M. Garcia

Chris M. Garcia

CFP®, CRPC®, AWMA®, APMA®

Private Wealth Advisor

Chief Executive Officer of
Azimont Group
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 56 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies

Interests

Community is very important to Chris. He and his wife, Stephanie, are very involved with their church, and Chris serves on the Board of Trustees of the Texas State University Development Foundation. In his spare time, he enjoys spending time with Stephanie and their growing family, playing golf, and traveling.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2017, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.B.A. in Finance at Texas State University

Community participation

  • Board of Trustee Member for Texas State University's Development Foundation

Vice Chair of the Investment Sub-Committee

  • Board of Governor Member for the Tower Club - Dallas