Client Portfolio Manager

Kristie Garrett, CFP, CRPC

Client Portfolio Team










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Client Portfolio Manager

Kristie Garrett, CFP, CRPC

Client Portfolio Team

As an Investment Advisor, I enjoy meaningful conversations with financial professionals. Daily, I share investment strategies and build investment allocation recommendations for individuals, institutions, and non-profits. My goals are simple: understand before recommending and execute consistently.

Every client has a different goal–and that’s a good thing. We work together to navigate interests like retirement income planning, lifestyle sustainability, and multi-generational legacy planning. When it fits, we add a little spice.

Many people are afraid to ‘get investing wrong.’ But the process doesn’t have to be confusing. We work on it like a puzzle; methodically, proactively, and we revisit it as life changes. It works because we value patience, connection, and transparency.

Sure, degrees and certifications are rewarding. But my BA, MBA, and CFP® pale in comparison to my role as a    M-O-M. It is the hardest–but most fulfilling job in the world.

“A client passed away and his daughter sent a note to us that her father had written on a notepad:

‘Work diligently, invest aggressively, be generous.’

That sums up what we are about. “


MBA, Seattle University

Bachelor of Arts (BA), Magna Cum Laude                      Finance, Economics, Management                                                Seattle University


Certified Financial Planner, CFP®

Chartered Retirement Planning Counselor, CRPC®