Garrett has been with Donnelly Wealth Advisors as a Financial Life Planner since 2013. He understands the anxiety many people face over their finances after watching his own parents work very hard to make ends meet despite having well-paying jobs. He feels he plays a significant role in peoples’ lives by helping them in all stages of life to better manage their finances and have more time for the things that truly matter. Garrett most enjoys assisting clients with integrity and empathy and celebrating in their successes. He is passionate about helping clients to determine what their financial and life goals should be through using their resources in the most efficient way possible. He enjoys helping clients organize their finances in many ways including: cash flow, insurance, estate planning, investments, retirement planning, home purchasing, college planning and credit protection
Garrett attended the University of California, San Diego where he graduated with a degree in Management Science in 2011. He also graduated from San Diego State University in 2013 receiving an MSBA with a concentration in Financial and Tax Planning. He interned with several Financial Planning Practices around San Diego when he discovered Donnelly Wealth Advisors and it was a perfect fit. Since becoming a certified Financial Planner, he has received the Dale Carnegie Certificate and Toastmaster’s Certificate. Garrett is President of NexGen – San Diego and Vice President of the UCSD Alumni: San Diego Club.
Outside of the office, Garrett enjoys many physical activities including hiking, playing soccer and football, and running by the beach. He is also a soccer coach and enjoys reading, movies, and trying new craft beers.
Garrett is a CFP®. What does this mean to you?
The number of balls I can juggle.
The number of kids I coach in soccer.
The year I met my girlfriend.