Armando Garcia believes wealth is the result of a solid plan and holistic approach that builds assets day by day, year, after year. He is also committed to helping others feel comfortable about financial matters; mentoring confidence is a key component of his practice. Armando’s clients are diverse and range from young professionals to pre/post-retirees to small and medium businesses.
Specializing in financial planning, investment analysis and employer retirement benefit plans, Armando focuses on portfolio risk mitigation and employer plan review. He works with business owners to improve plan options and educates individuals about the advantages of participating in their company plans. Armando is passionate about providing clients with thoughtful options to help them navigate change and successfully transition to the next stage.
Community Involvement and Support¹
- FIU Phoenician Investment Fund
- United Way of Broward NextGen Committee Member
Education and Certifications
- Florida International University, BBA-Finance
- Series 7 and 66 Securities Licenses
Professional Experience and Recognition
- UBS Wealth Advice Center
¹Raymond James is not affiliated with the above organizations and/or charitable causes