With more than a decade of experience in the financial services industry, Julio Garcia Casco is dedicated to helping individuals, families, business owners, and executives navigate complex financial decisions with clarity and confidence. Julio’s approach emphasizes attentive client service, education and helping them prepare for their financial future. Julio believes that financial knowledge is an important component of informed decision making. He is passionate about educating clients, empowering them to make informed decisions, and guiding them toward strategies that align with their goals and aspirations.

Julio’s approach is both collaborative and comprehensive. He takes the time to understand each client’s unique circumstances, values, family dynamics, and financial objectives before developing strategies tailored to each client’s circumstances and objectives. By combining thoughtful analysis with personalized guidance, he helps clients evaluate financial products and strategies designed to support wealth accumulation, protection, and legacy planning. His approach emphasizes trust, transparency, and a steadfast commitment to exceptional client service.

C-suite executives and business owners represent a significant focus of Julio’s practice. Having worked closely with accomplished professionals throughout various stages of their careers, he understands the complexities of executive compensation, business growth, succession planning, liquidity events, and retirement transitions. Julio values the opportunity to work closely with clients to help them align their financial strategies with both their professional ambitions and personal priorities while striving to preserve the legacy they have worked so hard to build.

His dedication to professional excellence and community engagement has earned notable recognition, including a Citation for Community Service from the New York City Council in 2012 and the NYC BLAC (Black Latino Asian Caucus) youth award in Albany in 2012. These recognitions reflect Julio’s professional and community involvement he has cultivated throughout his career.

Outside of his professional life, Julio enjoys golfing, fly fishing, tending to his garden, and embracing the outdoors reflect Julio’s avid Formula 1 enthusiast and treasures spending race weekends with his three daughters. His commitment to service extends beyond his practice through his support of organizations such as the New York Botanical Garden, Counseling in Schools, and the Scarsdale Police Benevolent Association, reflecting his belief in strengthening the communities where people live, work, and thrive.

Education

The City College of New York - Economics

Hobbies

Hiking, Shooting, Formula 1 Racing, Beaches

Affiliations & Memberships

MDRT, Society 1851

Community Involvement

Volunteer Board - Counseling in Schools