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Courtney Garcia

Senior Wealth Advisor

Payne Capital Management

United States, New York, New York

About Me

Courtney Garcia is a Senior Wealth Advisor at Payne Capital Management (PCM) providing ongoing comprehensive financial planning advice to clients. She works closely with individuals, families, and companies to develop personalized goal-based strategies including investment management, retirement planning, college saving strategies, and tax efficient savings plans. Courtney is a CFP Professional and received a bachelor’s degree in Economics from New York University. Courtney regularly appears as a financial guest on media networks such as Fox Business, Fox News, CNBC, Yahoo Finance, Reuters TV, and more. She also co-hosts Money Minutes, a video series providing quick educational financial

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Profile Information

Senior Wealth Advisor

Payne Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Aug 20, 2024

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