In this episode, Rich Introduces Erik Garcia CFP®, BFA™ as the new co-host of The Financial Planner’s Desk Podcast.

Erik shares a few of his experiences while attending Tulane University that leads him to pursue the financial advising profession. 

Erik and Rich share some of their professional background in other areas of the financial services industry.

You’ll hear how Erik ended up as an IAR at New Century Financial Group.  Erik and Rich share how they are collaborating to build their practices and connect their back-office procedures.

Email the show at [email protected] if there are topics you’d like Rich and Erik to cover regarding practice management, marketing, technology, etc. 

If you would like to be a guest on a future episode, we’d love to hear from you as well. 

Resources mentioned in this episode:

Building Us Podcast

Part 1: Where do I start in planning for my child’s college? Podcast episode

New Century Financial Group