Who We Are
Endurance Financial Planning believes in long-term strategic discipline and execution. We believe in the enduring ability of financial markets to provide financial returns and economic peace.
Meet The Team
Sergio Garcia, PhD
Financial Advisor and CEO
Serge is a SmartVestor Pro, college professor, and former US Diplomat. Serge loves the place where data, math, and people come together. He is a distance athlete and triathlete who appreciates discipline and hard work.
Rosa Ybarra, CFP®
Financial Planner
Rosa Ybarra is a CERTIFIED FINANCIAL PLANNER™. She is a Partner of Endurance Financial Planning and is a Financial Planner. She serves clients of all ages and income levels with a focus on wealth management and comprehensive financial planning services.
Jessica S. Garcia
Operations Officer
Jessica has a history of executive administration management and was a marketing major at The University of Texas. She takes on the responsibilities of maintaining the firm and ensuring its ongoing operations.
.jpg)
Timothy Fleming
Financial Advisor
Houston Branch
Timothy Fleming is a financial advisor based in the Houston, Texas area. He enjoys building relationships with clients of all ages and working with them to create and implement long-term investment and financial planning strategies. His focus is on retirement planning, education planning, wealth management, and personal finance coaching.
Ornan Friesen
Financial Advisor
Ornan Friesen is a financial advisor with a background in small business. He is passionate about helping individuals and families reach their financial goals through careful planning and prudent money management. He started saving at a young age and believes in the importance of spending and investing with a purpose.
Jose Cadena
Financial Advisor
Jose is passionate about personal finance and has a history of financial coaching through the Dave Ramsey coaching program. He believes in helping and educating clients to help them achieve their goals.