Harvey Garza - CEO/Financial Advisor/LUTCF
Harvey began his career in the insurance industry with Metropolitan Life Insurance Company in 1987. Over the course of 7 years with MetLife, he developed his expertise in supplemental retirement planning, tax free strategies, annuities, long term care insurance, disability income insurance, employee benefits packages and estate planning.
Harvey holds a Life, Accident, Health & HMO license, a designation of LUTCF, and is a Certified Estate Planner.
Specializing in asset protection, preservation of capital and estate planning, Harvey has used his extensive knowledge and expertise to help small business owners achieve both short term and long term goals.
As a result, many of these clients have maintained their relationships with Harvey for nearly 30 years, and after all of these years, Harvey still maintains the same passion for helping them achieve their financial goals as he did when they first began working with them.
Over the years, Harvey has woven himself into the local community. He became involved with the Camara de Empresarios Latinos de Houston in 2000, eventually serving as President in 2006. Harvey has been a member of the Houston Livestock Show & Rodeo in the Judging Contest Committee since 2003.
Harvey has also served as a board member of CANCARE.