Robert Garner

CMFC®, CRPC®

Garner Financial Management

Financial Advisor

Robert Garner

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. - Robert Garner, CMFC®, CRPC®

(925) 282-5500

Fee Only Financial Advisor Serving Clients in the Greater San Francisco Bay Area and Nationwide

Robert 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, Robert Garner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rob Garner is the founder and co-owner of Garner Financial Management. After a successful career in the container leasing industry, Rob decided to follow his passion and embarked on a second career in investment management. Rob has been actively managing client assets for the last 23 years.

Rob is a NAPFA Registered Financial Advisor, holds the Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC) designations, both earned from the College for Financial Planning in Denver, Colorado. He also completed the financial planning professional education program from the College for Financial Planning and has earned the Series 7 and 63 licenses. Rob received his Bachelor of Arts (B.A.) degree from the University of California at Berkeley.

Rob has volunteered his time at numerous community and professional organizations over the years, to include serving as a Board Trustee and Chairman of the Investment Committee for the Alta Bates Summit Hospital Foundation. He also served as the City Treasurer for the City of Orinda from 2000-2009. Rob is currently the President of the NAPFA West Region Board of Directors.

During his spare time, Rob enjoys spending time with his wife, their two children and four grandchildren. He also enjoys jogging, playing golf and collecting wine. 

Robert 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, Inc. was founded with one very important and underlying mission – to improve and enrich the quality of life for you and your family.

You have worked hard to get where you are today, but there is a long way to go and a future to plan for. Regardless of where you are in life, we can help. Our hope is to inspire you to make confident and informed decisions for your financial future. It is our priority to understand you and the unique financial goals you want to achieve.

The best way an individual can plan for their future is to understand what services are available in the marketplace and how to leverage these resources. We offer insight to our clients that explain the importance of having an investments and savings strategy to attain long-term financial security.

We will work to develop a comprehensive plan that is based on asset accumulation and preservation based on proven investment strategies.

 

 

 

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

Contact Robert Garner

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Office Locations:

  • 3620 Happy Valley Rd.
    Suite 103
    Lafayette, CA 94549

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