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Garrett Stinson Cpfa

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Garrett Stinson Cpfa

Managing Director | SageView Advisory Group

Newport Beach, California, United States

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Garrett Stinson Cpfa

Summary

Garrett Stinson is a seasoned Investment Advisor based in Newport Beach, California, specializing in fiduciary and investment oversight for both institutions and individuals. With a focus on retirement planning and wealth management, he has built a robust career in financial advisory services, particularly in 401(k) plan consulting. His tenure at SageView Advisory as Managing Director showcases his leadership in the financial services industry. Recognized multiple times as a top retirement plan advisor, Garrett is committed to delivering strategic investment solutions tailored to client needs. He holds a Bachelor's Degree with an emphasis in Personal Finance from California State University-Long Beach. Outside of his professional endeavors, he is likely to engage in community activities that align with his expertise, reflecting a commitment to financial literacy and empowerment.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Garrett Stinson Cpfa

Work Experience

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Managing Director at

SageView Advisory Group

February 2014 - Present

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Vice President Financial Services at

Bowermaster Insurance Brokers

January 2010 - February 2014

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Director of Financial Services at

Bowermaster Insurance Brokers

May 1998 - January 2010

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Garrett Stinson Cpfa

Education

Frequently Asked Questions about Garrett Stinson Cpfa

What is Garrett Stinson Cpfa email address?

Garrett Stinson Cpfa's primary email address is ********@sageviewadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Garrett Stinson Cpfa work for?

Garrett Stinson Cpfa is a Managing Director at SageView Advisory Group, a company specializing in Functions related to depository banking.

Where Garrett Stinson Cpfa graduated from?

Garrett Stinson Cpfa holds a degree in Emphasis In Personal Finance from California State University, Long Beach.

How can I directly contact Garrett Stinson Cpfa?

To contact Garrett Stinson Cpfa directly, you can use the email address ********@sageviewadvisory.com. Complete contact information is available upon registration with Muraena.

Who is Garrett Stinson Cpfa?

Garrett Stinson is a seasoned Investment Advisor based in Newport Beach, California, specializing in fiduciary and investment oversight for both institutions and individuals. With a focus on retirement planning and wealth management, he has built a robust career in financial advisory services, particularly in 401(k) plan consulting. His tenure at SageView Advisory as Managing Director showcases his leadership in the financial services industry. Recognized multiple times as a top retirement plan advisor, Garrett is committed to delivering strategic investment solutions tailored to client needs. He holds a Bachelor's Degree with an emphasis in Personal Finance from California State University-Long Beach. Outside of his professional endeavors, he is likely to engage in community activities that align with his expertise, reflecting a commitment to financial literacy and empowerment.

Garrett`s contact details

mail

********@sageviewadvisory.com

Colleagues

Tara Egan Sphr

Chief Human Resources Officer

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Amani Green

Vice President Onboarding & Integration

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Aif Stephen Popper Cpfa Nqpa

Member Of The Board Of Advisors

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Brian Profancik

Senior Vice President Finance

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Randy Long

Founder & Chairman

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Robert Patton

Managing Director

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Kyla Keck

Chief Executive Officer

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Lesley Wedlock

Vice President, People Operations

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