Select Page

SHARE THIS

#IN40under40

37

Sergio Garcia

Managing director, financial planning, BFS Advisory Group

An accomplished financial planner, Sergio Garcia admits he “kind of fell into” the profession.

While a student at Texas Tech University where he was planning to major in finance, a friend of Garcia introduced him to a professor of personal finance. “We had an interesting conversation, and I realized I could use my analytical skills to help people, not just make more money for a business,” he said.

After graduating, he created financial plans for insurance agents in Dallas for five years, then worked for an RIA firm and a hybrid before joining BFS Advisory Group in 2020, where he has his own clients and also leads the firm’s financial planning efforts.

Active in the financial planning community, he serves as a subject matter expert on the CFP Board Council of Examinations, teaches retirement planning at Southern Methodist University and is a board member of the Financial Planning Association’s Dallas-Ft. Worth chapter, earning its “Young Gun” designation in 2019.

“My mom is from Nicaragua and my dad is from Mexico, and my sister and I were the first in our family to go to college,” Garcia said. “We had to learn how to navigate the system, and I want to help others do that.”

Evan Cooper