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Meet Sergio
 

Sergio is a multifaceted professional who thrives at the intersection of data, math, and human interaction.

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As a SmartVestor Pro, college professor, and former US Diplomat, he brings a wealth of knowledge and experience to his work. Serge's passion for numbers and people drives his commitment to helping others achieve financial success and academic excellence. Outside of his professional life, Serge is a dedicated distance athlete and triathlete, embodying the values of discipline and hard work in both his personal and professional endeavors.

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His unique blend of skills and experiences makes him a valuable resource for those seeking guidance and inspiration in their financial and academic journeys.

Financial Advisor

What Makes The Difference

  • ​Fee-Only: He is paid only by you, with no hidden fees or commissions.

  • Fiduciary: That means that he holds himself to the standard of acting in your best interests.  He works solely for you, not for mutual fund companies. 

  • Independent: Not affiliated with any insurance company, annuity product, bank, or brokerage.

  • Convenient: Offers virtual meetings and a digital onboarding process.

  • Teaching: With his various skills and knowledge, Sergio understands each individual's situation and will provide his guidance and wisdom in order to ensure your financial success.

Let's Get Started

Fee-Only Financial Planning 

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Providing financial peace by identifying areas of opportunities in your current financial plan.

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Financial Planning designed to fit your personal goals.

Email: sgarcia@endurancefin.com

Office: 956-630-7231

© 2020 by Endurance Financial Planning.LLC.

Endurance Financial Planning, LLC (“EFP”) is a registered investment adviser offering advisory services in the State(s) of Texas and Louisiana and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and our firm as to another parties’ informational accuracy or completeness makes no representations.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 

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