Anthony Garcia CPFA, CRPC, Financial Advisor

Anthony Garcia CPFA, CRPC, Financial Advisor I provide guidance to my clients to help them reach their financial goals Therefore, a response to a request for information may be delayed.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this

site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

06/05/2026

yahoo.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

amazonaws.com

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets we...
05/26/2026

The S&P 500's winning streak extended to eight weeks. Meanwhile, oil prices have fallen to a one-month low as markets weigh progress toward a potential US-Iran deal. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry ...
05/21/2026

From shifting energy prices to global economic resilience, several factors are influencing markets this week. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

What's the deadline for signing up for Medicare? When can you take your savings without a penalty? When is a good time t...
05/19/2026

What's the deadline for signing up for Medicare? When can you take your savings without a penalty? When is a good time to apply for Social Security? As you gear up for retirement, don't miss these major events.

There are a few important dates to remember as you approach retirement. You won't find these dates on any calendar. But it's worth keeping up with them as your retirement gets closer.

Comfort with artificial intelligence (AI) continues to grow. On average, participants trust it with managing 28% of thei...
05/14/2026

Comfort with artificial intelligence (AI) continues to grow. On average, participants trust it with managing 28% of their portfolios but skepticism remains. Explore the complete findings and discover what's shaping trust in AI for retirement planning.

invesco.com

Strong equity momentum continues, with the S&P 500 extending its rally to six straight weeks. Meanwhile, declining consu...
05/11/2026

Strong equity momentum continues, with the S&P 500 extending its rally to six straight weeks. Meanwhile, declining consumer sentiment highlights that inflation remains a key concern for US households. CIO Larry Adam shares insight in today's Up & Adam.

amazonaws.com

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!
05/10/2026

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!

If you are facing a professional transition, here is a high-level blueprint to manage the shift:1️⃣ Immediate Action:  G...
04/30/2026

If you are facing a professional transition, here is a high-level blueprint to manage the shift:

1️⃣ Immediate Action: Give yourself a week to process the news emotionally. Once you're ready, dive into your severance review and file for unemployment immediately to bridge the gap.

2️⃣ Protect Your Health: You typically have **30 days** to join a spouse's plan or look into ACA options, which can be more affordable than COBRA. Be sure to spend down any FSA funds before they expire.

3️⃣ Financial Triage: Audit your budget to cut non-essential spending.

4️⃣ Asset Management: Don't let your retirement funds or equity sit in limbo. Decide whether to roll over your 401(k)

5️⃣ Strategic Pivot: Define your "compass statement" to clarify your next move, update your LinkedIn to "Open to Work," and use **time blocking** to stay productive without burning out.

One step at a time. You've got this. 💪

Address

3121 Quail Springs Parkway Suite 110
Oklahoma City, OK
73134

Alerts

Be the first to know and let us send you an email when Anthony Garcia CPFA, CRPC, Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Anthony Garcia CPFA, CRPC, Financial Advisor:

Share