Meet Maria “Mary” Garza.
Fiduciary Advisor · Founder, Platinum Tax Advisory“I love meeting and helping people.”
Mary has been in the financial industry since 2007. She founded Platinum Tax Advisory with a goal to build strong and lasting relationships with her clients.
Attention to detail, careful listening and real empathy.
What you can expect from your first conversation on.
- She listens first.She will always listen to your concerns.
- You see the whole picture.She shares all the information about potential investments, including the benefits, the risks and the tax issues.
- Your plan changes with you.She adjusts investment plans as your goals and needs change.
- Your goals get her full care.She treats your financial goals with the same care and interest she gives her own.
She teaches financial wellness.
Mary is proud to be an Instructor in the Registry of Certified Financial Educators®, teaching financial wellness classes in the workplace and at local colleges.
One advisor, and a team behind her.
She is supported by a team of experienced experts and investment product specialists, whose teamwork and professionalism help her build long-term relationships and provide excellent service.
Licensed, registered and easy to look up.
Look up Mary on FINRA BrokerCheck (opens in a new tab)- Investment adviser license
- FINRA Series 65
- Insurance licenses
- Life, Health and Accident
- Texas License / Registration
- 1545770
- National Producer Number (NPN)
- 12757860
- Registered Representative CRD Number
- 5754484
Securities and investment advisory services offered through Portfolio Medics, Member FINRA, and Registered Investment Advisor.
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