Home > Garrett Niles, CFP®

Garrett Niles, CFP®

Wealth Manager

Garrett serves as a Private 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, Garrett has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Garrett was a senior wealth manager at an independent investment advisory firm.

Garrett earned a Bachelor of Science degree in economics from the University of Utah. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Garrett and his wife, Tess, have two daughters: Scarlett and Violet. In his spare time, Garrett enjoys playing and watching basketball, reading and spending time with his family.

Articles by Garrett Niles, CFP®

*See all Creative Planning disclosures and sources.

 

Prefer to discuss over the phone?
833-416-4702