Blair Garner| CFA®, CFP®, CMFC®, CRPC®
Garner Financial Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Lafayette, CA 94549
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Blair is an investment advisor and co-owner of Garner Financial Management. Blair received an M.S. with honors in Financial Analysis and Investment Management from St. Mary’s College of California. He holds the Chartered Financial Analyst®(CFA) and Certified Financial Planner®(CFP) designations. Additionally, he is a NAPFA Registered Financial Advisor and he has earned the Chartered Mutual Fund Counselor(CMFC) and Chartered Retirement Planning Counselor(CRPC) designations from the College for Financial Planning in Denver, Colorado.
Prior to joining the firm, Blair served as an officer in the United States Marine Corps for over a decade. During that time, he primarily served as a helicopter pilot with collateral duties as an operations officer and instructor.
When not at the office, Blair enjoys spending time with his wife and two children and when time allows he enjoys restoring classic cars. Additionally, Blair continues to serve as a Major in the United States Marine Corps Reserve
Garner Financial Management believes that trust is the foundation of a successful investment management relationship. We work hard to make your goals a reality and take pride in building long-term relationships with our clients.
Our fee-only structure is specifically designed to mitigate conflicts of interest. As an independent advisor, we utilize no proprietary investment products and are free to select from all available investments. This investment process allows us to identify the most appropriate investment strategy and to focus on helping you attain your long-term financial goals.
The fiduciary role we assume in every client relationship is paramount. We understand the duty that we serve and hold ourselves to the highest personal and professional standards.