Profil
Mr. Frank M.
Garcia is a Co-Chief Investment Officer & Wealth Advisor at Resource Consulting Group, Inc. He prepares, implements, and monitors financial plans.
He also manages and rebalances client portfolios.
Mr. Garcia completed his bachelor’s degree in finance from the University of Central Florida.
He is a Certified Financial Planner professional and a Chartered Financial Analyst charterholder.
He is an Accredited Investment Fiduciary and a board member for the CFA Society Orlando.
Anciens postes connus de Frank Matthew Garcia
| Sociétés | Poste | Fin |
|---|---|---|
Resource Consulting Group, Inc.
 Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Directeur en chef des Investissements | 01/01/2022 |
Formation de Frank Matthew Garcia
| University of Central Florida | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Resource Consulting Group, Inc.
Resource Consulting Group, Inc. Investment ManagersFinance Resource Consulting Group, Inc. (RCG) is a SEC-registered investment advisor and wealth management firm headquartered in Orlando, Florida. The firm was founded by Michael H. Davis in 1988. RCG provides financial planning, advisory services, and investment management to individuals, high-net-worth individuals, and institutional clients such as pension or profit-sharing plans, trusts, estates, and charitable organizations, corporations, and other business entities. | Finance |
