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First Command Financial Advisor - Juan Garcia, RICP®

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Financial Planner in Gilbert

closed
Today 08:00 AM - 05:00 PM

1206 E. Warner Road Suite 101F Gilbert AZ, 85296

(480) 801-2990

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General Description

Juan Garcia joined First Command Financial Services as a Financial Advisor in January 2019, following a 28-year career in the United States Navy, where he attained the rank of Commander. Juan understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Juan has a Bachelor’s degree in Microbiology from Washington State University and a Master’s degree in National Security and Strategic Studies from the Naval War College. He holds Series 7, Series 63, and Series 65 securities licenses plus life and health insurance licenses in AZ and CA. Understanding that the biggest obstacle to financial security for most people is their own behavior, Juan serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Juan will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Juan is a member of Calvary Chapel of Queen Creek, Tempe Veterans Commission, Tempe Military Affairs Committee, Tempe Chamber of Commerce, and Mesa Chamber of Commerce. In his free time, Juan enjoys hiking, martial arts, and traveling. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed

Location & Map


First Command Financial Advisor - Juan Garcia, RICP®
1206 E. Warner Road Suite 101F
Gilbert, AZ 85296
(480) 801-2990
Driving Directions

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