First Command Financial Advisor - Kristen Garcia
-
6151 Lake Osprey Drive
, 3rd Floor
Sarasota, Florida 34240 - (941) 373-1526
- Website
Hours
Chamber Rating
About
First Command Financial Advisor - Kristen Garcia
Kristen Garcia joined First Command Financial Services as a Financial Advisor after being an educator in the public school system for 13 years. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.Kristen has a Bachelor’s degree in Elementary Education (K-6) from Slippery Rock University of Pennsylvania. She holds Series 7 and 66 securities licenses plus life and health insurance licenses in several states.One of Kristen’s passions is coaching clients to pursue their goals by educating them on each of the financial cornerstones and by building comprehensive plans that are unique to each individual or family. She focuses on the importance of establishing an emergency fund, understanding military benefits, and wealth and risk management. Kristen incorporates investment strategies, retirement income planning, education funding solutions, and budgeting in her planning process. She loves to get to know clients on a personal level and be there each step of the way.In her free time, Kristen loves spending time with family, enjoying the sunshine, and working out. She is a member of South Tampa Chamber of Commerce, Tampa Bay Chamber of Commerce, and active in the military community. She supports Morale, Welfare, and Recreation events on base, as well as private organizations and veterans’ groups. Kristen is also an annual participant in Miles for Moffitt which is Tampa Bay’s premier community-wide movement of courage and hope, raising funds for life-saving cancer research.First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.â€
Contact Info
- (941) 373-1526
- [email protected]
- Website
Specialities
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
Questions & Answers
Q What is the phone number for First Command Financial Advisor - Kristen Garcia?
A The phone number for First Command Financial Advisor - Kristen Garcia is: (941) 373-1526.
Q Where is First Command Financial Advisor - Kristen Garcia located?
A First Command Financial Advisor - Kristen Garcia is located at 6151 Lake Osprey Drive, 3rd Floor, Sarasota, Florida 34240
Q What is the internet address for First Command Financial Advisor - Kristen Garcia?
A The website (URL) for First Command Financial Advisor - Kristen Garcia is: https://advisor.firstcommand.com/us/fl/sarasota/kngarcia?y_source=1_MjgxODg1MjEtNTQ1LWxvY2F0aW9uLndlYnNpdGU%3D
Q What days are First Command Financial Advisor - Kristen Garcia open?
A First Command Financial Advisor - Kristen Garcia is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Hours
Ratings and Reviews
First Command Financial Advisor - Kristen Garcia
Overall Rating
Overall Rating
( 0 Reviews )Jo Mount on Google
Kristen has gone out of her way to advise me financially. She is helpful, prompt, and professional. She takes time to fully explain options and clearly answer my questions without making me feel like a dolt! She gets my highest recommendation.
Betty Mills on Google
Kristen is always helpful and willing to advise us on all our financial inquiries. She is quick to respond and very respectful of our time.
Overall Rating
Overall Rating
( 0 Reviews )Write a Review
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