Kristie Garrett, MBA, CFP®, CRPC®
Vice President, Advisor
Kristie Garrett had over 20 years of experience in the financial industry as an advisor, leader and client portfolio manager when she joined EP Wealth Advisors.
Her favorite part about being a financial advisor is the meaningful conversations she has with her clients who want to align their resources with their goals. As she says, “Every client has a different goal – and that’s a good thing. We work together to navigate the intersections of retirement income planning, lifestyle sustainability, and multigenerational legacy planning. When it fits, we add a little spice.” Through all her years of experience, her main passion is putting the client’s needs first, understanding what matters, and curating creative solutions.
Kristie received her B.A. at Seattle Pacific University, triple majoring in Finance, Economics and Management. She continued her education at Seattle University, earning her Master of Business Administration. Even today, Kristie continues her education by developing professionally in regular study of tax codes, estate, equity compensation and Medicare.
In her spare time, Kristie enjoys hiking, spin cycling, going on urban walks and discovering new restaurants – she is also an MLS and European soccer fan!
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.