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Garrett Gillett, CRPC®, AAMS®

Financial Planning Paraplanner

As a Financial Planning Paraplanner, Garrett is a member of the Financial Planning Team and supports the firm’s financial planning initiatives. Prior to joining B|O|S, Garrett was a Client Services Manager at Financial Engines where he managed the day-to-day operations of the firm’s Santa Clara branch.

Garrett lives in San Francisco.

Education
  • BS in Finance, University of Kansas
Highlights
  • Series 65 license holder
  • Chartered Retirement Planning Counselor (CRPC®) designation holder
  • Accredited Asset Management Specialist (AAMS®) designation holder
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