Location Exeter, California, United States Regions West Coast, Western US Gender Male
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Garrett* has been involved in the financial services industry since 1999. As the owner of Harvest Wealth Group, LLC of Exeter, he provides his clients with professional financial experience in financial planning and investing. He has built his practice around creating comprehensive, personalized plans for all financial service needs.
As a personal
financial adviser, Garrett is devoted to adding tremendous value to the relationship with his clients. His clients have come to rely on his honesty and integrity as he incorporates all aspects of planning, including personal, retirement, investment and estate planning. He focuses on advising clients who want to create and conserve wealth, eliminate unnecessary taxes and build an ongoing legacy. To help ensure all of the client’s needs are met, he has developed a team of professionals to complement the client relationship and he works closely with CPAs and attorneys.
Garrett is a graduate of Fresno Pacific University earning a Bachelor’s Degree in Business Administration with an emphasis in finance. Garrett has also earned his CFP® Certification from the Certified Financial Planning Board of Standards.
