Garrett Yack Email & Phone Number

Garrett Yack is the CEO, Owner, and Independent Registered Investment Advisor Representative at Yack Wealth Management, a comprehensive financial services firm serving the specialized needs of retirees and pre-retirees. 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. Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. Yack Wealth Management and West Wealth Group, LLC are not affiliated entities. Garrett Yack, California Insurance License #0I39209.

Listed skills include Retirement Planning, Investment Strategies, Retirement, Wealth Management, and 46 others.