Ann Garcia was recently featured on the Kitces Financial Advisor Success podcast. In this episode, Ann talks about her journey to becoming a nationally recognized expert in college financial planning.
Ann and Kitces explore how she started down the path to becoming a college funding expert, which included starting a hyper-focused blog on college planning and the kinds of questions people were asking. They also discuss how she brings planning to people at a younger age to help them connect with their intrinsic values.
We consider ourselves successful as a business if our clients are successful and they’re living their best lives. They’re implementing the planning recommendations they make, they’re referring their friends and family to us, because they value the work that we do.
We applaud Ann for her well-deserved recognition and wish her continued success.