As an Independent Financial Advisor, I am a personal coach for families' finances. I help my clients design a custom investment plan tailored to their individual financial fitness goals.
I believe that every individual should have the opportunity to maximize their hard-earned investment dollars while availing themselves of every tax-advantageous opportunity afforded them, maximize social security benefits, and minimize medicare expenses. To that end, I work hard to maintain fluency in current and upcoming trends in U.S. and Foreign equity (stock) and fixed income (bond) markets, as well as alternative investments. I also attempt to choose the appropriate retirement vehicles (401 K, Roth IRAs, annuities, etc.), insurance, and employer benefit plans. I am very proud to be able to draw on the wealth of knowledge and resources at Marcheso & Associates to help clients discover the best ways to invest and manage their portfolios, no matter the size.
Cortino Garcia is a Registered Representative offering securities and advisory services through Centaurus Financial Inc., a registered broker-dealer, and investment advisor. Member FINRA & SPIC.
Cortino is licensed to sell securities in the following states: CA, ID, UT, & WA.