Sergio Garcia
Investment adviser representative at Endurance Financial Planning, LLC
11 yearsExperience
2 statesRegistered in
$101.8MFirm assets
Under 1 yearFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Interactive Tax Planning LLCJan 2021 to now
- Whitewing Financial Consulting LLCJan 2021 to now
- Endurance Financial Planning, LLCOct 2019 to now
- The University of Texas - Rio Grande ValleySep 2015 to now
- Whitewing AnalyticsJan 2015 to now
- Tranquility Financial Planning, LLCJan 2016 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Endurance Financial Planning, LLC
$101.8MAssets managed
596Clients
4Advisers
Under 1 yearIn 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
- 6737683
- Firm CRD
- 305583