Erik Garcia Certified Financial Planner in New Orleans

Erik Garcia, CFP®, BFA™

CERTIFIED FINANCIAL PLANNER™

As a student at Tulane University’s A. B. Freeman School of Business, Erik fell in love with the world of investments while observing one of his professors trade one of his personal investment accounts.

 

Today as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Erik understands that the financial planning process is an integral part of both successful investing and long-term wealth building.  

 

In 2015, Erik joined New Century Financial Group, an independent Registered Investment Advisory firm, giving him access to some of the financial industry's most innovative technologies and investment resources so that he could best serve his clients. 

 

He launched the Building Us podcast in 2020 with his co-host Dr. Matt Morris, a show about relationships with people, with community, and with money. 

 

Erik is a regular speaker on developing healthy money habits and is featured on industry podcasts discussing investment management, financial planning, behavioral finances, and personal finance.  

 

In addition to his CFP® certification, Erik is a Behavioral Financial Advisor, BFA™, and holds the Series 6, 7, 26, 63, and 65 licenses.

 

Read more about Erik’s money philosophy in his book 5 Pillars of Financial Security: A Guide To Managing Your Money Wisely.  

 

On a personal note:

 

Erik and his wife Jennifer were both born and raised in New Orleans and keep busy by raising 3 kids and 3 backyard chickens. 

 

Erik loves culture and being born to Cuban parents in one of America’s most soulful cities. He is privileged to be surrounded by some of the richest cultures on planet earth;  from food to music, it’s hard to beat New Orleans and Cuba.   

 

He is a Saints fan, a soccer fan, an entrepreneur, and a lover of coffee.  

His earliest memory of “working with money” was when his grandfather would empty the change from his pockets into an ashtray. He let Erik take all the quarters and Erik would exchange the quarters for dollar bills with his uncle, who needed the change to ride the bus. This made buying baseball cards easier for Erik. 

 

His favorite book is the book of Proverbs, as it is full of wisdom for living life and wisdom for managing resources.

 

“Planning wisely leads to living confidently. Confidence leads to success. How people manage their money impacts practically every aspect of their lives.  And I am passionate about helping people make financial decisions consistent with their values”  Erik Garcia

Skip to content