Panel Discussion: Investment Planning Approach In My practice to Ensure Alignment With Client Profiles
Includes a Live Web Event on 03/31/2026 at 12:00 PM (MDT)
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Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0
Freddy Garcia, CFP
Left Brain Wealth Management
Freddy has been working in the financial services industry for twenty years, and has spent the last ten years specializing in working with high net worth families. Freddy believes in and is committed to building long-term relationships with his clients, and in creating personalized investment plans to meet their comprehensive needs. Prior to joining Left Brain Wealth Management, Freddy worked for Fidelity Investments. Freddy earned his B.A. from Augustana College where he studied Business Administration and Finance. Freddy also acquired his CFP (CERTIFIED FINANCIAL PLANNER TM) designation. Freddy and his family live in Naperville.
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