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Chris Garrett, CFP®, RICP®

Wealth Manager

Chris serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Chris has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior wealth advisor.

Chris earned a Bachelor of Science degree in finance from Indiana University of Pennsylvania, where he graduated summa cum laude. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards, and holds the Retirement Income Certified Professional® designation, as awarded by The American College of Financial Services.

Chris and his wife, Kelli, enjoy traveling, staying active and spending quality time with their dog, Nash.

Articles by Chris Garrett, CFP®, RICP®

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