Charles Garcia is a results-driven financial services expert with over 20 years of experience in the industry. He graduated from the University of Houston with a Bachelor of Science in Psychology before obtaining his Juris Doctorate from William Howard Taft University. He is also a Certified Financial Planner (CFP®) with additional credentials in advanced education and innovation certification courses.

Garcia has held leadership positions in various organizations, including PAX Financial Group, LLC, USAA, and Merrill Lynch. He has worked as a Wealth Manager and also founded his own firm, Knight Wealth Management. He has consulted for VALIC and Van Kampen Funds in various roles, including National Training Coordinator, Eastern Division Coordinator, and Associate.

Garcia is devoted to his family and actively participates in church and ministry efforts. In his free time, he volunteers in non-profit initiatives that aim to improve primary and secondary education and support the arts. He is an avid reader and marathon runner, having completed a few dozen marathons and ultra marathons.