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First Command Universal City

Carlos Garza

First Command Registered Principal and District Advisor
Contact
(210) 658-0267
2101 Pat Booker Rd
STE 108
Universal City, Texas, 78148
About Carlos
Carlos Garza joined First Command Financial Services as a Financial Advisor in 1998, following a 22-year career in the United States Air Force. There, he served as a command pilot in numerous leadership roles involving pilot and officer training. He attained the rank of Lieutenant Colonel.

A graduate of the United States Air Force Academy with a Bachelor of Science degree and Midwestern State University with a Master of Arts degree, Carlos holds Series 6, 63, 65 and 26 securities licenses plus state life and health insurance licenses.

He is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors and GAMA International, an association for leadership development in the financial services industry. As a First Command Financial Advisor, Carlos is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

A member of the Air Force Academy Association of Graduates and the Air Command Association, Carlos also enjoys golfing, fishing, traveling, and spending time with family.
Carlos Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Retirement income planning
  • Education funding solutions
  • Asset allocation and management
  • Insurance solutions
  • Risk management
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