Courtney Garcia

Senior Wealth Advisor at Payne Capital Management

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 tip insights.

Courtney actively volunteers her time to several financial organizations including Savvy Ladies, Family Reach, and Cents Ability.

On a personal note, Courtney hails from San Diego, California and her hobbies include travel, running, and yoga.

Timeline

  • Senior Wealth Advisor

    Current role