Joshua D. Garcia
VERITAS FINANCIAL CONSULTING LLC
MONROVIA, CA 91016
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CRD#: 5819452
Professional summary
Joshua Daniel Garcia, CFP®, who also goes by Josh Garcia, Joshua Garcia, is a registered financial advisor currently at VERITAS FINANCIAL CONSULTING LLC located in Monrovia, California.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Joshua has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Biography
Josh was an advisor with a Fee-Only financial planning firm in Pasadena and spent time at Merrill Lynch and Edward Jones. He also proudly served over 6 years as an active duty Air Force Officer where he received the Defense Meritorious Service Medal. In all his positions – from financial services to his various military assignments – Josh has developed a lengthy reputation for honesty, commitment and service.
Josh earned a Bachelor of Arts degree from Valparaiso University with majors in Economics, and International Economics and Cultural Affairs. In addition, he earned Master of International Management and Master of Business Administration degrees from the University of Maryland University College. Josh has also studied at the College for Financial Planning.
As proud residents of the local area, Josh, along with his wife, Sandra, and their daughter, are active in the community. Josh has served on the Board of Directors of the Monrovia Rotary Club and is also a past Director of Corporate Development with the Los Angeles Chapter of ALPFA. In his spare time, Josh enjoys spending time with his family, cycling, and playing basketball and racquetball.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Josh Garcia | Joshua Garcia
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of the other business: Joshua Garcia d.b.a. Veritas Financial Consulting Investment-related: No Address of the other business: 100 East Huntington Drive, Suite 222 Monrovia, California 91016 Nature of the other business: Tax preparation services Position: Tax Preparer Start date: 01/2019 Number of hours/month you devote to the other business: 20 hours/month (during tax season) Number of hours you devote to the other business during securities trading hours: 20 hours/month (during tax season) Duties relating to the other business: Independent tax preparation
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Daniel Garcia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
July 19, 2021 - Present
VERITAS FINANCIAL CONSULTING LLC
Office #1: 100 East Huntington Drive Suite 222, Monrovia, CA 91016RIA
CRD#: 314363
MONROVIA, CA
Past
May 16, 2013 - February 2, 2022
CGN ADVISORS, LLC
RIA
CRD#: 159359
MONROVIA, CA
Past
March 10, 2011 - December 23, 2013
FIRST FINANCIAL CONSULTING
RIA
CRD#: 107456
PASADENA, CA
Past
August 30, 2010 - September 16, 2010
EDWARD JONES
RIA
CRD#: 250
ST. LOUIS, MO
Past
August 16, 2010 - September 16, 2010
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/19/2021)
IAR
Louisiana(4/11/2024)
IAR
Texas(8/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
VF
VERITAS FINANCIAL CONSULTING LLC
VERITAS FINANCIAL CONSULTING LLC
CRD#: 314363 / SEC#:
California
Registered Investment Advisory firm - (7/19/2021 Approved)Louisiana
Registered Investment Advisory firm - (4/11/2024 Approved)Texas
Registered Investment Advisory firm - (8/3/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 East Huntington Drive Suite 222, Monrovia, CA 91016
Mailing Address
Phone number
(626) 263-4232
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 200 |
| AUM (Assets Under Management) | $ 74,224,719 |
Red Flags
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