Charles Rienaldo Garcia
Investment adviser representative at Pax Financial Group
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$747.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Pax Financial GroupFeb 2019 to now
- USAA Investment Management CompanyMay 2018 to Jan 2019
- Alamo House Publishing, LLCApr 2016 to Dec 2023
- United Services Automobile AssociationOct 2014 to Jan 2019
- USAA Financial Advisors, Inc.Oct 2010 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pax Financial Group
Legal name: Pax Financial Group, LLC
$747.1MAssets managed
1,350Clients
15Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3017415
- Firm CRD
- 284164