Ann Garcia, CFP®

Ann Garcia is a fee-only fiduciary advisor and a partner at Independent Progressive Advisors, a Registered Investment Advisor in Portland, Oregon. She is the author of How to Pay for College and The College Financial Lady blog. She developed the College Financial Plan Masterclass to help more families through this often anxiety-ridden, overwhelming, and confusing process. Ann is regularly cited in national media on the subject of college planning. 

Ann serves on the NAPFA Board of Directors and was also the long-time NAPFA Oregon/SW WA Local Group leader. She holds the CFP® designation and earned her BA from the University of California, Berkeley.

Besides a dozen years as a financial advisor, Ann’s business background includes marketing and strategic planning in the technology industry and owning two businesses, a professional services firm and a wine importer/distributor. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.