Mateo Garcia
Financial Advisor
Meet Mateo Garcia, Your Financial Caddie for Life’s Fairways
Hi, I’m Mateo Garcia, and I believe managing your finances should be more like a smooth round of golf—calm, strategic, and enjoyable. Just like in golf, it’s all about understanding the course, planning your shots, and staying focused on your next hole. Whether you’re just teeing off, navigating tricky bunkers, or aiming for the green, I’m here to help you play your best game with your money.
With over 10 years of experience, I’ve learned that financial planning isn’t about hitting a hole-in-one every time—it’s about consistent, smart shots that get you closer to your goals. I’ll be your caddie, helping you read the landscape, choose the right clubs (or investments), and avoid hazards on your financial fairway.
My goal is to make your financial journey enjoyable and straightforward, so you can focus on your everyday life—spending time with family, chasing your passions, or just enjoying the view from the clubhouse. Together, we’ll strategize, stay on course, and work toward your personal “par”—whether that’s building a nest egg or securing a comfortable retirement.
Let’s aim for a great round—your financial future- together!