Nathan Garcia

Nathan Garcia has been working in the financial industry for over 10 years. Nathan started their career at The Guardian Disability Insurance Brokerage in 2008 as a financial advisor. In 2012, they moved to Martin/Wight & Company, LLC where they worked as a financial advisor for a year. Nathan then spent two years at Pocket Planner Inc before moving to Campbell Wealth Management in 2013. At Campbell Wealth Management, Nathan worked as a retirement planning specialist for two years. In 2015, they joined Westbourne Investments as managing director and spent two years there. Nathan is currently the CEO of Pocket Plan.

Nathan Garcia has a BS in Financial Planning from Virginia Tech and is a Certified Financial Planner from the CFP board of standards.

A direct report to Nathan Garcia is and Parth Nandaniya - CTO.