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Biography

Garrett is a Principal based in the Silicon Valley office. He supports the office’s financial planning initiatives by providing financial analyses, assisting in all aspects of the client relationship, and preparing proposals and customized investment options for a variety of private and institutional clients.

Before joining Cerity Partners, Garrett worked as a Financial Planning Paraplanner at B|O|S and served as a member of the Financial Planning Team. In this role, he performed research, made planning recommendations, and nurtured client relationships. Prior to joining B|O|S, he was a Client Services Manager at Financial Engines where he managed the day-to-day operations of the firm’s Santa Clara branch.

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Education

  • Bachelor of Science in Finance from the University of Kansas

Highlights

  • Chartered Retirement Planning Counselor (CRPC®)
  • Accredited Asset Management Specialist (AAMS®)
  • Series 65 license

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.