Joshua D. Garcia

Joshua D. Garcia

| MBA, MIM, CFP®

Veritas Financial Consulting

Fee-Only Financial Planner serving Monrovia, Pasadena, and the surrounding area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Risk Management
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Visit Us

100 E Huntington Dr
Ste 222
Monrovia, CA 91016-3451

Joshua Garcia is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Josh Garcia is a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional and NAPFA-Registered Financial Advisor.

Our approach to financial planning starts by listening to the goals, dreams, and concerns that our clients come to us with. After we understand the goals and what is truly important to you, we work tirelessly to leverage all our resources to create a road map for how you can best achieve your goals.

We have the experience, knowledge and skills to teach and advise you on the many aspects of wise financial planning. When it comes to navigating life transitions, we’ll be right there with you. Our goal is to empower each one of our clients to take charge of their financial future.

As a Fee-Only financial planning firm, we customize our services to ensure that your interests come first. At Veritas Financial Consulting we do not accept commissions and are not subject to sales quotas or required to recommend certain products. Further, we do not accept referral fees, mutual fund fees, or any sort of compensation from anyone besides those who we always put first, our clients. As a result, we are free to look at a broad range of financial products to find solutions that most effectively address our client’s needs from an objective and analytical perspective. This freedom allows us to truly sit on your side of the table.

 

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a Fee-Only SEC registered investment advisor. Tel: (910) FEE-ONLY. Veritas Financial Consulting may offer investment advisory services in the State of California and in other jurisdictions where exempted.