Moneta Group
As a CERTIFIED FINANCIAL PLANNER™ (CFP), Garrett serves as a primary point of contact with Compardo, Wienstroer, Conrad & Janes' clients to coordinate their daily financial affairs. Garrett is instrumental with the training and development of junior team members, and Moneta has eagerly sought his input during firm new business systems initiatives including Orion and Salesforce.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.