ETHICS CE: CFP Board’s Revised Code and Standards/Enhancing Your Ethical Intelligence
Speaker: Charles Garcia, CFP®, FPA San Antonio Past President
Join our host, Charles Garcia, JD, CFP for your required 2-hours of CFP Ethics. Charles served as the FPA of San Antonio & South Texas President for the 3 1/2 years. He is currently with the PAX Financial Group. With over 20 years of experience in financial services, Charles Garcia is perfectly suited to provide leadership and expertise to PAX Financial’s team of advisors. In his role as VP of Advisory Services, Charles integrates PAX’s strategic objectives into the daily routines of PAX’s team members. In addition to his professional responsibilities at PAX, Charles is also an Industry Advisory Committee Member at Hallmark University, Advisory Panel Member for the University of Houston’s Bauer College of Business and a Board of Trustees member, Treasurer, and Head of the Finance Committee at the Geneva School of Boerne. Somehow, he still finds time to run endurance races as well as spend time with his three kids and wife of over 20 years.