Garrett Imeson Email & Phone Number

Why I Became a Financial Advisor / CFP®As a kid, I’d sit with my dad, fascinated by the stock tables in The Wall Street Journal. Although I was no Warren Buffett back then, those moments sparked my love for problem-solving and helping people make sense of their finances.Over the past 15 years, I’ve worked with hundreds of clients, specializing in helping high-income Gen X professionals tackle the complexities of retirement planning. If you’ve ever wondered, “Am I doing enough?” you’re not alone. I help design the financial plans that turn your uncertainty into confidence.How We Work TogetherI believe financial planning should feel empowering, not overwhelming. With a foundation of empathy, honesty, and clear communication, I focus on removing the fear and uncertainty surrounding retirement. Together, we can turn your financial goals into a dependable roadmap.My incredible assistant, Rox, ensures every detail of your account administration if cared for. We understand the people we work with are busy running their lives. Rox makes sure our contact with each other is integrative to your life, not another unwelcome task you have to do.Who We Work With- Caregivers balancing aging parents and college-bound kids.- Professionals managing tax efficiency and market uncertainty.- Dual-income households weighing today’s lifestyle with tomorrow’s goals.- Adventurers planning for early retirement and seeking a life of exploration.If this sounds like you, we’re here to simplify all the complexities and build a personalized plan that works for your life.What Sets Us Apart- Clarity: We make complex financial topics easy to understand.- Empathy: You’ll feel supported every step of the way. We treat clients like family.- Customization: Every strategy is tailored to your unique goals, from tax efficiency to investments.- A Personal Touch: I bring approachability and humor to our conversations, while staying detail-oriented and focused on your success.- Cost Conscious: We focus on low-fee investments for the vast majority of our plans.Beyond the OfficeWhen I’m not helping clients, I’m hiking, playing softball, or coaching baseball. I love learning new skills and experiencing fresh places.And with 6 kids, my weekends often involve sports fields…Building Your Future TogetherYour retirement should be something to look forward to, not stress over. Let’s create a plan that empowers you to focus on what matters most: your family, your passions, and your life.Reach out and send me a message to take the first step toward your future.

Listed skills include Equities, Roth Iras, Education Savings, Monthly Investing Program, and 12 others.

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  Uc San Diego

  Management Science