Fee Only CERTIFIED FINANCIAL PLANNER™ serving clients in the California East Bay region, specifically Lafayette, Orinda, Moraga and Walnut Creek and nationwide.
For Blair, trust is at the heart of a successful investment relationship. He works hard to build that trust; to make client goals a reality. He takes special pride in the long-term relationships he’s built.
His firm’s independent, fee-only structure allows them to identify the best strategy for the client. There are no conflicts of interest. Garner Financial Management doesn’t represent any financial products firms. As a fee-only firm, they are bound to serve the client’s best interest only.
Blair Garner is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He is a NAPFA Registered Financial Advisor. Blair is a Chartered Mutual Fund Counselor (CMFC®) and, a Chartered Retirement Planning Counselor (CRPC®). Both earned from the College for Financial Planning in Denver, Colorado.
Before joining the firm Blair served as an officer in the United States Marine Corps. He was a helicopter pilot, an operations officer, and instructor.
When he’s not working, Blair likes spending time with his wife and three children. When time allows, he restors classic cars. He continues to serve as a Major in the United States Marine Corps Reserve.
Garner Financial Management believes that trust is the foundation of a successful investment management relationship. We work hard to make your goals a reality and take pride in building long-term relationships with our clients.
“We will work to develop a comprehensive plan that is based on asset accumulation and preservation based on proven investment strategies.”
Specialties
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
