Endurance Financial Planning, LLC

Sergio Garcia is a financial advisor at Endurance Financial Planning, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at several firms including Whitewing Financial Consulting LLC and Interactive Tax Planning LLC. Garcia is also a Clinical Associate Professor at The University of Texas - Rio Grande Valley. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily follows a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and comprehensive financial planning services.

Rosa Ybarra is a CFP® with 12 years of industry experience, currently serving at Endurance Financial Planning, LLC. She has held roles at several firms, including Rosewood Financial Consulting LLC and Interactive Tax Planning LLC, where she provides tax preparation and planning services. Ybarra also worked at Hidalgo County Appraisal District and Pendergrass, Johnson & Smith Services earlier in her career. Endurance Financial Planning serves individuals, ERISA plans, charitable organizations, and businesses with a focus on passive investment strategies using diversified portfolios of index mutual funds and ETFs. The firm offers discretionary wealth and portfolio management as well as comprehensive financial planning services.

Jose Cadena is a financial advisor at Endurance Financial Planning, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Endurance Financial Planning since 2021. Prior to his current role, he has experience in the healthcare sector, including positions at Rio Grande Regional Hospital, South Texas Health Systems, and DHR Health. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, offering discretionary wealth management and standalone comprehensive financial planning services.

Timothy Fleming is a Series 65-licensed financial advisor at Endurance Financial Planning, LLC with six years of industry experience. He has been with Endurance Financial Planning since 2019 and is also involved with the College Park Church of Christ. Endurance Financial Planning serves individuals, including high-net-worth clients, ERISA plans, charitable organizations, and businesses. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs and offers discretionary wealth management as well as comprehensive financial planning services.