Adalberto J. Garcia

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Estate Planning, Business Succession Planning, Risk Management Strategies, Financial Education, LGBTQ

    Languages: English, Spanish

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

    • Advisory services Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies

    Education

    University of Central Florida (2008-2013)

    Affiliations & Memberships

    Society of Financial Services Professionals
    United Nations Association of the United States of America

    Community Involvement

    Youth Sports Partners

    See Adalberto’s Licenses and Disclosures

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    Fortis Lux Financial

    Main Office

    277 Park Avenue 41st & 44th Floor
    New York, NY 10172-0003

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    CRN202008-234829