Tim Garcia-Prats graduated from Marquette University in 2016 with a degree in Finance and International Business. He began his career in Chicago at T-Mobile working as a District Manager – managing stores and back-office operations.
In 2019, Tim moved back home to Houston with his partner, Catherine, to further his Finance education and began his Master of Finance at the University of Houston, Bauer School of Business. During his time at Bauer, he took the opportunity to join the Cougar Investment Fund as an Equity Analyst where he discovered his passion for portfolio management and investment analysis work. He will complete his master’s degree this summer.
Tim joined Financial Synergies in 2022 as an Associate Portfolio Manager, where he focuses on investment portfolio allocations, investment research and analysis, rebalancing, trading, and performance reporting.
Tim lives with his partner, Catherine, and dog, Sonny, in Houston. He has a passion for soccer and loves spending time with friends and his nine older brothers. He also loves going to concerts and traveling.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.