Meet Our Team

David Garcia, CPA

Co-Founder

Hi. I’m Dave. Dedicated, patient, diligent, honest, kind, and loyal. These are not only some of the adjectives my family, friends, and colleagues have used to describe me, but characteristics I value and lead with when connecting with others.

After graduating from Binghamton University with a BS in Accounting, I became a CPA, working for Ernst & Young. I have 20+ years of experience on Wall Street in various positions; from safeguarding assets as a controller for Deutsche Bank to driving strategy for Global Markets Sales as a Business Manager on the Chief Operating Officer’s team at HSBC.

Working for big corporations afforded me great experience and a solid foundation, and my desire to connect and help individuals on a personal and financial level is what led me to launch PurposePath Capital.

I am:

  • A New Yorker, born and raised.
  • The husband to my high school sweetheart and father to three beautiful children.
  • A 4-year college baseball player but resorted to playing softball after I did not make the cut at my tryout for the New York Mets.
  • A volunteer coach for my kids’ little league teams with a league title under my belt.
  • Appreciative of being outdoors in all seasons from hanging on the beach to skiing on the slopes.
  • An athlete at heart who thrives on early morning workouts and catching the sunrise.
  • A DIY’er for household projects and repairs.
  • A model for fashion segments on the TODAY show.
  • A sucker for homemade chocolate chip cookies.
  • A believer in chasing your goals and dreams — Some of mine are:
        • To take an RV trip with my wife and kids out West to visit the Grand Canyon, Mount Rushmore, and the National Parks.
        • Completing a wilderness survival school.
        • Learning to fly a helicopter.
        • Having Sunday dinners every week with my extended family.

DISC Profile S/C (Steadiness/Conscientiousness)

Why is this important for clients?

I am extremely consistent and supportive of others with sincerity, care, and quality work.  I am dependable and loyal, an excellent team player, and supportive in high-risk decisions.  I care deeply about you and your family’s success.  I am detail-oriented and driven to provide you with specialized follow-through ensuring that we experience the completion of our plans.