Blair is an investment advisor and owner of Garner Financial Management. Blair received an M.S. with honors in Financial Analysis and Investment Management from St. Mary’s College of California. He holds the Chartered Financial Analyst® (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) desig...
Blair is an investment advisor and owner of Garner Financial Management. Blair received an M.S. with honors in Financial Analysis and Investment Management from St. Mary’s College of California. He holds the Chartered Financial Analyst® (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) desig...
Certified financial planners have more extensive training and education than regular financial planners. CFPs also must pass an exam, follow the CFP Board's ethical standards and complete 30 hours of continuing education every two years. The CFP designation is considered one of the top certifications...
Financial Planning I am a CERTIFIED FINANCIAL PLANNER™ since 2014. An ongoing relationship with a trusted financial planner held to the FIDUCIARY standard, who is committed to helping you achieve your desired lifestyle. Comprehensive planning means we’ll cover all the bases, from your initial ...
Certified Financial Planner (CFP) Professional (NYU) NEW YORK UNIVERSITY Professional Program in Financial Planning Blog Discount Rate, Startup Investing, VC Investing Getting the Discount Rate Right for a Private Technology Startup In VC investing, assigning value to a private technology... ...
In 1984, we began our careers in financial planning at Dean Witter.Jeannette McCabe HarrisB.S. Economics, B.A. French; University of the Pacific.CFP® CERTIFIED FINANCIAL PLANNER™Lending Specialist: Nationwide Mortgage Licensing System #1380657CA Insurance License #0A07157Mark Elliott HarrisB....
Jesse D Gossett | Chartered Financial Analyst, Certified Financial Planner | University of San Francisco, School of LawJesse D Gossett
Our wealth management firm helps tech professionals get off tech’s financial rollercoaster and take control of their financial success.
Financial Planning We believe that true financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise within your life or in the world at large.View More ...
Initial Year In the first year of our relationship, we work closely with you to review each area of your financial life. We will have up to eight meetings to delve into each of these areas independently. This is a highly interactive process and is designed to ensure that we completely asse...