Wayne Garrett, Cpa, Cfp®, Ricp®

Wayne Garrett, Cpa, Cfp®, Ricp® Email and Phone Number

Executive Chairman at BentOak Capital @ BentOak Capital
Wayne Garrett, Cpa, Cfp®, Ricp®'s Location
Weatherford, Texas, United States, United States
Wayne Garrett, Cpa, Cfp®, Ricp®'s Contact Details

Wayne Garrett, Cpa, Cfp®, Ricp® work email

Wayne Garrett, Cpa, Cfp®, Ricp® personal email

n/a
About Wayne Garrett, Cpa, Cfp®, Ricp®

Wayne is a Certified Public Accountant* and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds various securities registrations through LPL Financial including the Series 7, Series 24, and Series 63. Wayne also holds a Texas Life and Health Insurance license. Wayne is on the Executive Council at LPL Financial as one it’s top ranked advisors.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Garrett Wealth Advisory Group, LLC dba BentOak Capital, a registered investment advisor and separate entity from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.bentoakcapital.com

Wayne Garrett, Cpa, Cfp®, Ricp®'s Current Company Details
BentOak Capital

Bentoak Capital

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Executive Chairman at BentOak Capital
Wayne Garrett, Cpa, Cfp®, Ricp® Work Experience Details
  • Bentoak Capital
    Executive Chairman
    Bentoak Capital Nov 2023 - Present
    Weatherford, Texas, Us
  • Bentoak Capital
    Ceo & Wealth Advisor
    Bentoak Capital Aug 1994 - Nov 2023
    Weatherford, Texas, Us
    Wayne specializes in servicing the financial planning and investment needs of high net worth individuals, business owners, professionals, and trusts. In addition to working with clients, Wayne oversees the firm’s investment management process, day-to-day operations, and strategic business plan. Wayne earned his BBA from Texas Wesleyan University with a major in Accounting and minor in Economics. As a lifelong student, Wayne has completed various coursework and regularly attends seminars and workshops to continue to further his education in the subjects of investment management, taxation, and comprehensive financial planning.Wayne is a Certified Public Accountant* and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds various securities registrations through LPL Financial including the Series 7, Series 24, and Series 63. Wayne also holds a Texas Life and Health Insurance license.
  • Snow Garrett Williams, Certified Public Accountants
    Partner/Owner
    Snow Garrett Williams, Certified Public Accountants Jan 1978 - Dec 2020
    Snow Garrett Williams is a local public accounting firm that began its operation in Weatherford in 1978. We are committed to achieving the highest quality products and service possible with our team of over 25 professionals and staff. Our clients represent many facets of the economic spectrum. Through them we have become closely identified with many fields and are recognized to have expertise in these industries. We have been named the "Top CPA Firm" and the "Best of Weatherford Top CPA Firm" in Parker County for many years. Our philosophy of personalized service means that the knowledge and experience of our partners and the rest of the professional staff will be readily at your service throughout the year not only to answer questions but also to take the initiative to keep you informed of pending changes and developments. As a firm committed to quality work, all firm members working on taxes and audits have met and exceeded the minimum continuing education requirements as required by the Federal Government and the American Institute of Certified Public Accountants.Accounting Services are not affiliated, nor endorsed by LPL Financial. Snow Garrett Williams, Snow Garrett Wealth Management and LPL Financial are independent entities.

Wayne Garrett, Cpa, Cfp®, Ricp® Skills

Certified Financial Planner Certified Public Accountant Personal Financial Specialist Investment Management Investment Advisory Services Investments Estate Planning Business Strategy Asset Management Small Business New Business Development Alternative Investments Business Development Stocks Mutual Funds Etfs Bonds Income Tax Planning Trusts Portfolio Management Special Needs Planning Charitable Gift Planning High Net Worth Individuals Wealth Preservation Planning Multi Generational Planning Employee Stock Options Executive Benefit Strategies Life Insurance Income Tax Community Service Public Speaking Financial Planning Wealth Management Financial Services Securities Budgeting Research Business Financial Goals Finance Estate Tax Planning Financial Risk

Wayne Garrett, Cpa, Cfp®, Ricp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Services
  • Texas Wesleyan University
    Texas Wesleyan University
    Business Administration - Accounting
  • Weatherford College
    Weatherford College
    Associate'S Degree

Frequently Asked Questions about Wayne Garrett, Cpa, Cfp®, Ricp®

What company does Wayne Garrett, Cpa, Cfp®, Ricp® work for?

Wayne Garrett, Cpa, Cfp®, Ricp® works for Bentoak Capital

What is Wayne Garrett, Cpa, Cfp®, Ricp®'s role at the current company?

Wayne Garrett, Cpa, Cfp®, Ricp®'s current role is Executive Chairman at BentOak Capital.

What is Wayne Garrett, Cpa, Cfp®, Ricp®'s email address?

Wayne Garrett, Cpa, Cfp®, Ricp®'s email address is wa****@****tal.com

What schools did Wayne Garrett, Cpa, Cfp®, Ricp® attend?

Wayne Garrett, Cpa, Cfp®, Ricp® attended The American College Of Financial Services, Texas Wesleyan University, Weatherford College.

What skills is Wayne Garrett, Cpa, Cfp®, Ricp® known for?

Wayne Garrett, Cpa, Cfp®, Ricp® has skills like Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Investment Management, Investment Advisory Services, Investments, Estate Planning, Business Strategy, Asset Management, Small Business, New Business Development, Alternative Investments.

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