Suggestions
Charles Garcia, JD, CFP®
VP of Advisory Services at PAX Financial Group & CFP Ethics Instructor
Charles Garcia, JD, CFP®, serves as the Vice President of Advisory Services at PAX Financial Group, LLC, where he has been in this role since October 2021. He has over 25 years of experience in the financial services industry, holding various positions that include leadership, consulting, and advisory roles. Prior to his current position, he was the Head of Advisory Services and has also worked as a Director of Strategic Acquisitions at the same firm.
Garcia holds a Bachelor of Science degree in Psychology from the University of Houston and a Juris Doctorate from Taft Law School. He is a Certified Financial Planner (CFP®) and also serves as an Ethics instructor for the CFP® Board of Standards. Additionally, he is actively involved in the Financial Planning Association of San Antonio & South Texas, where he serves as Chairman.
In his personal life, Garcia is dedicated to his family and participates in various community and ministry efforts. He is also passionate about education and the arts, enjoys running, and has completed numerous marathons and ultra marathons.1
