LPL CFO Consultant
Cary Garcia is a CFO for the LPL CFO Solutions team. He provides advisors with actionable
insights based on financial analysis and business plans to help drive higher practice valuations.
Cary’s financial accounting career spans over 20 years working with several large accounting
firms as well as for non-profit organizations. Cary's dedicated to helping clients achieve business
success by helping them establish practical financial processes. Focused on services for small to
medium sized businesses, as well as clients in the banking and financial industry, he's committed
to delivering financial analysis, analytical thinking, budgeting as well as financial planning to each
of LPL’s advisors.
Education and licensing
Cary received a Bachelor’s Degree in Finance from Marymount University and an MBA from
Georgetown University. Cary is also a CPA.
Originally from Cuba, and currently resides in Alexandria, Virginia, minutes from the nation’s
Capital. He enjoys reading and keeping up with the latest financial markets and is an avid fitness
competitor. You can usually find Cary at his local gym first thing in the morning