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Home » Garrett Yack

Garrett Yack - Advisor

Garrett Yack is an independent Registered Investment Advisor Representative at Ensemble Wealth Management, a comprehensive financial services firm serving the specialized needs of retirees and pre-retirees since 1993. As a Southern California advisor and fiduciary at an independent firm, Garrett strives to provide his clients exceptional customer service and gives unbiased advice to truly help retirees and pre-retirees live a financially confident retirement. His comprehensive approach integrates investment management, income and estate tax reduction strategies, and insurance and estate planning.

Garrett has a strong passion for helping people plan for a successful retirement. From an early age, Garrett noticed the difference between his own grandparents. One set of grandparents planned properly and to this day are still living a financially successful retirement, while his other grandparents lacked any planning and now with his grandfather deceased, his grandmother struggles financially and has to rely on help from the family. Seeing his grandmother struggling financially has given Garrett the passion that it takes to spend the extra time in doing the proper planning with his clients today. He holds the Series 7 and 66 licenses in securities, and his life Insurance license across several states. 

Garrett’s licenses allow him to act as a fiduciary; the highest standard of care for his clients. After graduating from the California State University of San Marcos, he immediately joined the team at Ensemble Wealth Management where he was able to not only pursue his career in the financial planning industry, but return to his home town and be close to his family. Garrett is active in our local communities and is a proud member of the Palm Desert Area Chamber of Commerce (PDACC), Desert Estate Planning Council (DEPC), and Murrieta Chamber of Commerce (MCC).

CA Insurance License #0I39209

Email:
garrett@ensemblewm.com

Garrett

Advisory services offered through Cooper McManus, an SEC Registered Investment Advisor. Michael R. Clark, CFP®, Investment Advisor Representative. California Insurance License #0B22623. Ensemble Wealth Management & Cooper McManus are not affiliated.

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Advisory services offered through Cooper McManus, an SEC Registered Investment Advisor. Michael R. Clark, CFP®, Investment Advisor Representative. California Insurance License #0B22623. Garrett Yack, Investment Advisor Representative. California Insurance License #0I39209. Ensemble Wealth Management & Cooper McManus are not affiliated.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

All complimentary white papers and reports are provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.