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Mozart Garcia

Portfolio Analyst

Mozart Garcia

Portfolio Analyst

Biography

Mozart joined Plancorp as a portfolio analyst in 2018 coming from Scottrade/TD Ameritrade where he worked as a Financial Service Representative.

Mozart was born in Sao Paulo, Brazil and came to the United States in 2013 on a soccer scholarship. During his collegiate soccer career, he served as the team captain for 3 years. Mozart graduated Summa Cum Lade in 2017 at Harris-Stowe State University.

Even far away from his family and friends, he considers his move to the USA one of his best life decisions both personally and professionally. Passionate about investments and the financial market, Mozart is currently studying for the CFA Exam Level I.

When he is not in the office, he enjoys watching/playing soccer, spending time with his wife Taylor, and whenever possible, visiting his family and friends in Brazil.

Education
  • Harris-Stowe State University, B.S. in Business Administration, 2017

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

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