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Garrett Stinson Cpfa
Garrett Stinson Cpfa
Managing Director | SageView Advisory Group
Newport Beach, California, United States
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.
Garrett Stinson Cpfa
Work Experience
Managing Director at
SageView Advisory Group
February 2014 - Present
Vice President Financial Services at
Bowermaster Insurance Brokers
January 2010 - February 2014
Director of Financial Services at
Bowermaster Insurance Brokers
May 1998 - January 2010
Garrett Stinson Cpfa
Education
California State University, Long Beach, Bachelor's Degree
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
********@sageviewadvisory.com
Colleagues
Chief Human Resources Officer
Vice President Onboarding & Integration
Member Of The Board Of Advisors
Senior Vice President Finance
Founder & Chairman
Managing Director
Chief Executive Officer
Vice President, People Operations