Our Firm
Affiliations
Garrett Planning Network
Founded in 2000, the Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners.
NAPFA
The National Association of Personal Financial Advisors (NAPFA) is proud to have a membership of financial planning professionals who are committed to the highest of professional standards and principles. Members strive to be the:
- Standard Bearer for the Profession
- Champion for the Public
- Beacon for Objective Financial Advice
CalCPA
The mission of CalCPA is to increase the value and promote the integrity of the CPA profession; contribute to the success of our members; and strengthen client, employer, public and government trust in CalCPA member advice, work products and opinions.