Joshua Jacobi Garcia

Financial Advisor

CFP^®, ADPA^®

Joshua Jacobi Garcia is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. The holder of a bachelor’s degree in Personal Financial Planning from Texas Tech University, Joshua originally hails from San Antonio, Texas. “I come from a big military background, which instilled in me a keen sense of the importance of proper planning,” he said. “In that vein, there is nothing more satisfying than helping clients build personal financial plans that help them realize their unique vision for the future.” In his spare time, Joshua, a resident of North Dallas, enjoys camping, fishing, and hiking in the mountains with his beloved German Shepherd.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 25,000+ Clients²

years in business $26 Billion AUM⁴

14th Ranked RIA Barron’s¹

Best Financial Advisory Firms USA Today⁸

Best in Class Ethics NBRI⁹

Joshua Jacobi Garcia

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