Garrett is a Senior Associate 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.
Garrett earned his Bachelor of Science in Finance from the University of Kansas. He holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Asset Management Specialist (AAMS®) designations as well as a Series 65 license.
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