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Joshua Daniel Garcia

Joshua D. Garcia

VERITAS FINANCIAL CONSULTING
MONROVIA, CA 91016
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CRD#: 5819452
Joshua Daniel Garcia
Joshua Daniel GarciaVERITAS FINANCIAL CONSULTING

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.

At a Glance

Always Fiduciary
Min. Asset: Under $50K

Services Offered

Investment Planning
Retirement Planning
Comprehensive Financial Planning

Specializations

Hourly
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules

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.

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.
The advisor shows no other business activity.

Blog Corner

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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®

Certified Financial Planner

Start date: 2016

Experience

Current

July 19, 2021 - Present

VERITAS FINANCIAL CONSULTING LLC

Office #1: 100 East Huntington Drive Suite 222, Monrovia, CA 91016
RIA
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
RR
IAR
Series 66
Date: 8/27/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/12/2010
General Securities Representative Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts200
AUM (Assets Under Management)$ 74,224,719

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERITAS FINANCIAL CONSULTING LLC

CRD#: 314363Monrovia, CA 91016

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