Garrett Planning Network
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13 Garrett Planning Network employees in database. Find out everything there's to know about Garrett Planning Network employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Garrett Planning Network Employees
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
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
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
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
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
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
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
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
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
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
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
Song Financial Planning LLC January 2005 - Present
Garrett Planning Network 2007 - 2010
Education
Seton Hall University 1986 — 1990
MBA, Business Administration
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