Matthew Garcia is a CERTIFIED FINANCIAL PLANNER® with nearly 5 years of experience. He focuses on giving comprehensive financial planning touching investment, retirement, insurance, and estate planning, all with a tax first mindset.
Matthew was born and raised in Burlington, NC. He went to Western Carolina University where he double majored in finance (financial planning) and business management. He started his career working for Vanguard and moved back to town in 2024. He holds the CFP® designation, FINRA series 7 and 63 registrations through LPL, and insurance licenses for Life, Health, Medicare Supplement, and Long-Term Care.
Matthew is married to Andie Ervay. He has two dogs, Tuck and Spock. In his free time, he enjoys playing golf, spending time with family, and if he's lucky, travelling to the mountains to go backpacking.