Chartered Financial Advisor Strategic Planning for Tampa’s Families & Businesses
Looking for a Chartered Financial Advisor? As an AAMS® (Accredited Asset Management Specialist), Mike Garcia provides more than generic advice—he offers certified expertise, fiduciary accountability, and tailored strategies for wealth preservation. At Mike Garcia Financial, we combine rigorous financial credentials with real-world business experience to help Tampa Bay residents achieve their financial goals. Whether you’re planning for retirement, managing investments, or transitioning a business, our advisory services, led by an AAMS® professional, ensure every decision aligns with your long-term vision.
What Sets a Chartered Financial Advisor Apart?
A Chartered Financial Advisor is recognized for their commitment to acting in the client’s best interest (fiduciary duty), advanced training, and strict ethical standards. While “Chartered Financial Advisor” is a widely recognized standard, Mike Garcia holds the AAMS® (Accredited Asset Management Specialist) designation, which also requires a commitment to putting clients’ interests first. As an AAMS® professional, Mike is dedicated to providing advice that aligns with your unique goals and financial well-being.
Combined with his experience as both an advisor and a business operator, Mike understands the real-world challenges of growing and protecting wealth—not just the theory.
Wealth Management
- Customized investment portfolios designed to weather market volatility.
- Tax-efficient strategies to minimize liabilities and maximize growth.
Retirement Planning
- Social Security optimization and 401(k) rollover guidance.
- Income planning to ensure your savings last through retirement.
Estate
Planning
- Wills, trusts, and legacy strategies to protect your family’s future.
- Coordination with legal professionals to avoid probate delays.
Business Financial Strategy
- Succession planning and buy/sell agreements for business owners.
- Key person insurance and profit-sharing plans to retain talent.
- Why choose us
Why Tampa Chooses Mike Garcia Financial?
Local Expertise
We serve Tampa, Wesley Chapel, Lutz, Lakeland, and Ocala with hyper-relevant advice.
For more on fiduciary standards, visit the CFP Board’s resource center.
Getting Started
1
Share your goals in a free 30-minute call.
2
We create a custom strategy for your needs.
3
Choose the options that work best for you.
Let’s Talk About Your Goals
Partner with a chartered financial advisor who prioritizes your success. Schedule a consultation today to begin building your personalized financial plan.