Garrett Vanneman, CFP®
Senior Wealth Advisor
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Background
Garrett Vanneman, CFP® is a CERTIFIED FINANCIAL PLANNER™ – CFP® certification. He graduated with a Bachelor of Science in Economics and Business Administration degree from St. Mary’s College of California in 2003.
Outside the office, Garrett enjoys being involved in his community. He is an active member of the Roseville Chamber of Commerce, where he was awarded “Ambassador of the Year” for 2017. In addition to that, Garrett is also a 2015 graduate of Roseville Leadership.
Garrett and his wife Nicole both grew up in Roseville and live here today close to family. When he is not advising clients, Garrett loves to read, golf, and participate in triathlons. He is proud to have finished the inaugural IRONMAN Triathlon in Lake Tahoe. Garrett and Nicole are proud parents to two young boys, Dallas and Davis!
CA Insurance License #OG30000
Advisor Location
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies