Garrett joined EP Wealth Advisors after five years with Donnelly Wealth Advisors, Inc., where he helped clients understand their financial and life goals and worked with them to create sound financial plans. Garrett changed his career path when he moved to Los Angeles in 2019 and became a part of the Partnership Integration Team. Using the breadth of knowledge and experience he gained in San Diego, he helps lead the acquisition and integration efforts for EP Wealth Advisors. Garrett grew up in the Bay Area and spent much of his youth playing sports. He moved to San Diego and attended the University of California San Diego and then received his Master of Science in Business Administration degree at San Diego State University. He became Vice President of the UC San Diego Alumni Club and President of the San Diego NexGen Chapter. He continues to enjoy playing and watching sports, as well as spending time with his cat Whiskey.
University of California San Diego, B.S., Management Science
San Diego State University, M.S.B.A., Financial and Tax Planning