Garrett began his career at CFG Wealth Management in April of 2018, joining a highly ranked team where he could utilize his analytical skills for his passion of retirement planning. He has an enthusiasm for helping the community and assists in assembling retirement projections for consultations with our specialized Sempra, Northrop Grumman, Raytheon technologies and AT&T advisors. Garrett is currently working towards his series 7, 66 and CFP with the goal of counseling families using his numerical expertise to develop and implement comprehensive financial plans that accumulate and protect their wealth.
Garrett is an Orange County native, growing up in Mission Viejo where he attended Saddleback College graduating Cum Laude with an associates degree in Economics. He then studied Mathematics and Economics at the University of California, San Diego, earning provost honors. In his free time Garrett enjoys reading, Brazilian Jiu Jitsu and competing in triathlons.