Garrett Planning Network

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Garrett Planning Network Employees

Employee
Years
Job
Industry
Charles Roberts, CFP® Charles Roberts, CFP® Richmond, Virginia Details
Charles Roberts, CFP®'s Garrett Planning Network Experience June 2013 - Present
Job Founder and CEO of Financial Freedom Planners
Industry Financial Services
Experience
Financial Freedom Planners   May 2013 - Present
Garrett Planning Network   June 2013 - Present
Cambridge Advisors   July 2009 - June 2013
Thompson Davis   April 2006 - September 2007
Middleburg Bank  April 2003 - October 2005
Branch Cabell & Co,   1997 - 2002
First of Michigan  1994 - 1997
Stifel Nicolaus  1992 - 1993
UBS Wealth Management  1989 - 1992
Prudential Securities  1986 - 1989

Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance

Education
University of Pennsylvania - The Wharton School   1987 — 1990
Securities Industry Institute

College for Financial Planning   1982 — 1986
CFP, Financial Planning

Penn State University   1970 — 1974
BA with Honors, Economics

Ben Perron Ben Perron Greater Seattle Area Details
Ben Perron's Garrett Planning Network Experience May 2004 - Present
Job Founder, Advisor Designs
Industry Media Production
Experience
Washington State Transportation Commission   2012 - Present
Advisor Designs   May 2004 - Present
Garrett Planning Network   May 2004 - Present

Skills
Web Project Management, Branding & Identity, Logo Design, Online Presence..., Social Media Marketing, Standards Compliance, Web Writer, Graphic Design, Content Customizer CMS, Rackspace Cloud, SEO, Web Design, Website Development, Management, Web Development, Marketing

Education
Bellevue College   1998 — 2000
Multimedia/Web Authoring, Web Design, Graphic Design, Multimedia, Video Production, Marketing

Shweta Shidhore Shweta Shidhore Palo Alto, California Details
Shweta Shidhore's Garrett Planning Network Experience August 2011 - September 2011
Job UX Designer at Slalom Consulting
Industry Design
Experience
Slalom Consulting  December 2014 - Present
Independent Consultant  July 2008 - Present
YouSwoop.com  June 2013 - October 2013
Coleman Group Consulting   January 2012 - May 2012
Garrett Planning Network   August 2011 - September 2011
Global Union - Rochester Institute of Technology   September 2010 - May 2011
Rochester Institute of Technology  December 2009 - May 2011
Rochester Institute of Technology - Golisano College of Computing and Information Sciences   May 2010 - August 2010
Accretus Solutions   March 2009 - August 2009

Skills
User Interface Design, User Experience, Mobile Interface Design, Wireframing, Typography, Logo Design, Branding & Identity, Illustrator, InDesign, Photoshop, Mockups, Prototyping, HTML, Motion Graphics, Layout, Graphics, After Effects, CSS, Adobe Creative Suite, Art Direction, Flyers, Axure, Final Cut Pro, Concept Design, Posters, Mac, User-centered Design

Education
Rochester Institute of Technology   2009 — 2014
MFA, Graphic Design

University of Mumbai   2003 — 2008
BFA, Applied Art

Jim Ludwick, CFP® Jim Ludwick, CFP® Washington D.C. Metro Area Details
Jim Ludwick, CFP®'s Garrett Planning Network Experience 2002 - Present
Job
Industry Financial Services
Experience
MainStreet Financial Planning, Inc.   September 2002 - Present
Garrett Planning Network   2002 - Present
MainStreet Financial Planning, Inc.   September 2002 - December 2013
Provisors  1996 - 2010
Rotary Club of Annapolis   2007 - 2008
PNG   1997 - 2007
Fisher Investments, Inc.   2001 - 2002
New West Symphony  1999 - 2001
City National Bank  1998 - 2001
Bank of America  1996 - 1998

Skills
Couples troubled over..., Debt Management, Retirement Planning, Long Term Care, Mutual Funds, Estate Planning, Financial Planning, Securities, Insurance, Fixed Income, ETFs, Annuities, Disability Insurance, Investments, Bonds, IRA's, Retirement, 401k, Wealth Accumulation, Insurance Planning, Financial Planners, Strategic Financial...

Education
University of Minnesota-Twin Cities   1981 — 1983
M Hlth Adm, Hospital Adminstration

Troy University   1976 — 1977
MS Mgt, Business

University of Arizona   1971 — 1973
BS Pub Adm, Finance

Teri Thomas Tornroos, CFP® EA Teri Thomas Tornroos, CFP® EA Greater Atlanta Area Details
Teri Thomas Tornroos, CFP® EA's Garrett Planning Network Experience 2008 - Present
Job Principal, Evergreen Financial Planning, LLC, a feeonly financial planning and tax advisory firm
Industry Financial Services
Experience
NAPFA  2009 - Present
Garrett Planning Network   2008 - Present
Evergreen Financial Planning, LLC   2007 - Present
FPA  2007 - Present
H R Block  2005 - 2008
Chango and Murdock Elementary Schools   1991 - 2005
General Electric  1978 - 1990

Education
Emory University   2007 — 2008
Certificate, Financial Planning

Bates College   1973 — 1977
BS, Biology

Garrett
Fee-Only Hourly Financial Planning

Liane Warcup Liane Warcup Greater Chicago Area Details
Liane Warcup's Garrett Planning Network Experience 2005 - 2013
Job President, Clarus Financial Planning, Inc.
Industry Financial Services
Experience
Clarus Financial Planning, Inc.   August 2005 - Present
NAPFA  2006 - April 2013
Garrett Planning Network   2005 - 2013
EDJ&AGE   April 1997 - April 2005
USAF  June 1991 - May 1997

Skills
Strategic Financial..., Investments, Estate Planning, Financial Advisory, Retirement Planning, Sales, Investment Advisory, Mutual Funds, Project Planning, Retirement, Financial Planners, IRAs, Personal Finance, Risk Management, Financial Planning, Strategic Planning, Finance, Portfolio Management, Pensions, Insurance

Education
University of Maryland College Park   1991 — 1993
Masters, Public Sector Financial Management

United States Air Force Academy   1987 — 1991
Bachelor of Science, Political Science with a Chinese Minor

Cindy Golub, CFP® Cindy Golub, CFP® Greater New York City Area Details
Cindy Golub, CFP®'s Garrett Planning Network Experience 2009 - Present
Job Principal at GSquared Advisory LLC
Industry Financial Services
Experience
G-Squared Advisory LLC   2009 - Present
Garrett Planning Network   2009 - Present
LearnVest, Inc.   2010 - 2010
The Financial Clinic  2009 - 2010
Goldman Sachs  July 1980 - June 1995

Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis, Insurance, Financial Analysis, Estate Planning, Personal Finance, Fee-Only, Strategic Financial..., Financial Advisory, Budgets, Finance, Risk Management, Fixed Income, Financial Services, Securities, Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds, Financial Planners, Retirement, Series 7, Private Equity, Wealth Management..., Investment Management, Portfolio Management, Series 63, Bonds, 401k

Education
New York University   2006 — 2008
Certificate, Certificate in Financial Planning

Columbia University   1979 — 1980
MBA, Finance

University of Pennsylvania - The Wharton School   1972 — 1976
BS, Accounting

Louise A Schroeder Louise A Schroeder Stillwater, Oklahoma Details
Louise A Schroeder's Garrett Planning Network Experience July 2001 - Present
Job Owner, Personal Financial Solutions, Inc.
Industry Financial Services
Experience
Personal Financial Solutions, Inc.   July 2001 - Present
Garrett Planning Network   July 2001 - Present
Oklahoma State Univeristy, College of Human Environmental Sciences   August 2014 - Present
Oklahoma State University Foundation  September 1994 - March 1998

Skills
Strategic Financial..., Retirement Planning, Retirement planning and..., Aging in Place in your..., Understanding long-term..., Aging in place housing..., Estate Planning, Financial Planning..., Teaching

Education
Oklahoma State University   1991 — 1993
MBA, business and finance

Oklahoma State University   1973 — 1975
M.S., Education

Iowa State University   1967 — 1970
B.S., Textiles, Clothing, and Merchandising

Gigi Turbow Marx Gigi Turbow Marx Greater New York City Area Details
Gigi Turbow Marx's Garrett Planning Network Experience 2005 - Present
Job Fee only, fiduciary financial planning... for those already juggling too many of life's jobs!
Industry Investment Management
Experience
Old Field Advisors LLC   January 2005 - Present
Garrett Planning Network   2005 - Present

Skills
Portfolio Management, Asset Management, Wealth Management, Asset Allocation, Financial Planning, Employee Stock Options, Tax managed..., Listed Options Trading, Investment Advisory, Impact Investing, Distribution Portfolios, Risk Management, Public Finance, Investment Banking, Financial Structuring, Currency Trading, Treasury Management, Cash Management, Investor Relations, Institutional..., Cash Flow Forecasting, Asset/Liability..., Corporate Governance

Education
Columbia University - Columbia Business School   1979 — 1981
MBA

University of Michigan   1974 — 1975
BA

Michael Bobo Michael Bobo Knoxville, Tennessee Area Details
Michael Bobo's Garrett Planning Network Experience January 2004 - Present
Job President at Loudon County Chamber of Commerce
Industry Nonprofit Organization Management
Experience
Loudon County Chamber of Commerce   November 2008 - Present
Garrett Planning Network   January 2004 - Present
Riverside Financial Planning   June 2004 - December 2008
Dobson Cellular Systems  1994 - 2004

Skills
Public Speaking, Social Media

Education
Florida State University   2001 — 2003
CFP Certificate, Finanical Planning

University of Oklahoma   1983 — 1987

Eric Rabbanian Eric Rabbanian Austin, Texas Area Details
Eric Rabbanian's Garrett Planning Network Experience 2001 - 2009
Job Owner, Rabbanian Financial Planning, Inc.
Industry Financial Services
Experience
Rabbanian Financial Planning, Inc.   January 2000 - Present
Boise Fry Company   2010 - 2011
Garrett Planning Network   2001 - 2009
Eric Rabbanian, Attorney at Law   1995 - 1999

Education
The University of Texas at Austin

Pei-Yung Song Pei-Yung Song Greater New York City Area Details
Pei-Yung Song's Garrett Planning Network Experience 2007 - 2010
Job Founder, Song Financial Planning LLC
Industry Financial Services
Experience
Song Financial Planning LLC   January 2005 - Present
Garrett Planning Network   2007 - 2010

Education
Seton Hall University   1986 — 1990
MBA, Business Administration

Jeff Eschman Jeff Eschman Houston, Texas Area Details
Jeff Eschman's Garrett Planning Network Experience 2007 - 2009
Job Wealth Advisor at Buckingham Asset Management
Industry Financial Services
Experience
Buckingham Asset Management  July 2015 - Present
Posey Capital Management Inc   March 2009 - June 2015
Brazos Financial Advisors, LLC   January 2007 - March 2009
Garrett Planning Network   2007 - 2009
Marathon Oil Company  June 1990 - June 2006

Skills
Portfolio Management, Asset Allocation, Investments, Personal Financial..., Estate Planning, Insurance, Retirement Planning, Qualified Retirement..., Asset Protection

Education
The University of Texas at Austin   1986 — 1990
BS Mechanical Engineering

Rice University   2005 — 2006
Certified Financial Planner Education Program