Blair Garner

CFA, CFP®, CMFC®, CRPC®

Garner Financial Management

Financial Advisor

Blair Garner

CFA, CFP®, CMFC®, CRPC®

Garner Financial Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Blair Garner, CFA, CFP®, CMFC®, CRPC®

Fee-Only financial planner located in Lafayette, CA, serving clients locally and across the country

Blair Garner is a Lafayette, CA fee-only financial planner. Garner Financial Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Blair Garner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Blair Garner is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Blair Garner is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Blair Garner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst
    Blair Garner is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • CRPC - Chartered Retirement Planning Counselor
    Blair Garner is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • CRPC - Chartered Retirement Planning Counselor
    Blair Garner is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Blair Garner

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 3620 Happy Valley Rd
    Suite 103
    Lafayette, CA 94549

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser