Senior Financial Planner
CurrentWorking as a member of the Planning Team and alongside the firm's Lead Advisors to deliver financial advice to clients.
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@fi3advisors.com
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Garrett Kern, Cfp® is listed as Senior Financial Planner at Fi3 Financial Advisors, LLC at Fi3 Financial Advisors, LLC, a company with 8 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at fi3advisors.com and a matched LinkedIn profile for Garrett Kern, Cfp®.
Garrett Kern, Cfp® previously worked as Senior Financial Planner at Fi3 Financial Advisors, Llc and Associate Advisor at Fi3 Financial Advisors, Llc. Garrett Kern, Cfp® holds Bachelor'S Degree, Finance, General from Butler University.
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AeroLeads found 2 current-domain work email signals for Garrett Kern, Cfp®. Compare company email patterns before reaching out.
"Compound interest is the eighth wonder of the world" - Albert EinsteinOne of my earliest memories is winning a hotly-contested playground race to be crowned the fastest kid at my elementary school. At Butler University, I continued to pursue excellence in running, finishing my career with school records in the 60m dash and 4x100m relay. At Fi3, I harness my competitive nature and knowledge of finance to provide advice that enables our clients to set personal and financial records for themselves, and to win big.
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A career timeline built from the work history available for this profile.
Indianapolis, Indiana, United States
Working as a member of the Planning Team and alongside the firm's Lead Advisors to deliver financial advice to clients.
Indianapolis, Indiana, United States
Worked alongside the firm's Lead Advisors to deliver financial advice to clients.
Indianapolis, Indiana, United States
The analytics team at First Person is responsible for upholding the data connections between clients, carriers, and other First Person teams. As a member of the analytics team I worked with Salesforce to track and manage carrier and client data. I also updated monthly reports for clients and work on commissions-related data for the firm.
Greenwood, Indiana, United States
During my time at Financial Plans and Strategies I was exposed to all aspects of financial planning. I prepared rebalances of client portfolios, executed on client requests, assisted with meeting preparation, and sat in on client-advisor meetings.
Zionsville, IN
The summer of 2019 I dedicated to my Butler Track & Field career. I wanted a job that would keep me active and on my feet and that gave me a flexible schedule to allow me time to train during the week. Our store was heavily understaffed. At the time of my hire, there were only 4 employees. Early on, my manager was able to trust me because of my work ethic.
Peoria, Illinois Area
External auditors recommended that CEFCU implement disaster recovery and information management protocols to ease the training of new employees and safeguard the business in the case of disaster. I was in charge of managing this process for my department - First Home Mortgages. I coordinated with team members to compile and create job descriptions, job.
Morton, IL
During my Senior year at Morton High School I interned at Caterpillar through my school's work-study program. In this position, I supported members of the auditing/shipping team by processing and auditing shipping invoices for U.S. inbound freight and assisted with data entry relating to various auditing projects. I also communicated with other departments.
Other employees you can reach at fi3advisors.com. View company contacts for 8 employees →
Joness Rontok
Colleague at Fi3 Financial Advisors, Llc
Jakarta, Jakarta, Indonesia, Indonesia
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SM
Sam Muse, Cpa, Cfp®
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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MJ
Matthew J. Simpson, Cpa, Cfp®
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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DC
Dawn Cherry, Fpqp
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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AH
Amy Hlavacek, Cpa, Cfp®
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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ES
Elena Sarmiento, Fpqp
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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RS
Robert Schaefer, Cfa
Colleague at Fi3 Financial Advisors, Llc
Carmel, Indiana, United States, United States
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LS
Lauren Sanger
Colleague at Fi3 Financial Advisors, Llc
Westfield, Indiana, United States, United States
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NK
Nathan Kinney
Colleague at Fi3 Financial Advisors, Llc
Indianapolis, Indiana, United States, United States
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DH
Dylan Hamerin
Colleague at Fi3 Financial Advisors, Llc
Greater Indianapolis, United States
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Quick answers generated from the profile data available on this page.
Garrett Kern, Cfp® works for Fi3 Financial Advisors, LLC.
Garrett Kern, Cfp® is listed as Senior Financial Planner at Fi3 Financial Advisors, LLC at Fi3 Financial Advisors, LLC.
AeroLeads has found 2 work email signals at @fi3advisors.com for Garrett Kern, Cfp® at Fi3 Financial Advisors, LLC.
Garrett Kern, Cfp® is based in Indianapolis, Indiana, United States while working with Fi3 Financial Advisors, LLC.
Garrett Kern, Cfp® has worked for Fi3 Financial Advisors, Llc, First Person, Financial Plans & Strategies, Inc., Dunkin', and Cefcu.
Garrett Kern, Cfp®'s colleagues at Fi3 Financial Advisors, LLC include Joness Rontok, Sam Muse, Cpa, Cfp®, Matthew J. Simpson, Cpa, Cfp®, Dawn Cherry, Fpqp, and Amy Hlavacek, Cpa, Cfp®.
You can use AeroLeads to view verified contact signals for Garrett Kern, Cfp® at Fi3 Financial Advisors, LLC, including work email, phone, and LinkedIn data when available.
Garrett Kern, Cfp® holds Bachelor'S Degree, Finance, General from Butler University.
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