Charlie Garcia is the Managing Partner at R360, a global invite-only community for ultra-high-net-worth individuals. R360 is dedicated to helping members and their families flourish across six capital dimensions: financial, intellectual, social, human, emotional, and spiritual. Charlie is a decorated United States Air Force veteran and has advised six US presidential administrations. He also founded Sterling Financial Investment Group, one of the fastest-growing private companies in the US, and has served on several corporate and governmental boards.
In this episode…
For many high achievers, building wealth and success doesn't always translate to fulfillment or impact. Entrepreneurs often face burnout, decision fatigue, or isolation, especially after a major liquidity event or business exit. Without the right community or purpose, even the most successful individuals can feel directionless or disconnected from their true potential.
Charlie Garcia, a former Air Force captain turned financial entrepreneur, offers a compelling framework to shift this narrative. Drawing from his journey through military service, founding Sterling Financial, and advising six US Presidents, Charlie emphasizes aligning personal values with purpose. Through his leadership at R360, he encourages ultra-wealthy individuals to focus not just on financial growth but on flourishing across six dimensions of capital — financial, intellectual, social, human, emotional, and spiritual. He also shares how peer-based accountability, strategic mentorship, and lifelong learning communities like YPO and Vistage helped him evolve as a leader.
Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Charlie Garcia, Managing Partner at R360, about building purpose-driven wealth and community. Charlie shares insights into scaling Sterling Financial, lessons from the White House Fellowship, and how values-based leadership shaped the creation of R360. The conversation highlights the significance of aligning one's life purpose with personal and professional goals and the value of authentic leadership.
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