Garrett Sanders | Financial Advisor
Garrett brings an entrepreneurial perspective to our practice, rooted in nearly a decade of hands-on experience as a small business owner. Starting his career in finance in 2013, Garrett later pursued his entrepreneurial dream in 2016, co-owning and operating a successful café in Placerville, California.
A Focus on the Owner-Operator and Family
His time as a restaurateur provided invaluable insights into the daily challenges, obligations, and financial needs of small business owners. Now returned to the financial services industry, Garrett leverages this real-world knowledge to help clients—especially small business owners—navigate complex planning and benefit strategies.
Garrett's practice concentrates on:
Small Business Solutions: Planning, employee benefits, and succession strategies for business owners.
Family & Individual Planning: Comprehensive financial planning tailored for growing families.
Retirement Planning: Strategies designed to help build and sustain long-term wealth.
Protection: Essential insurance solutions, including life, disability, and long-term care coverage.
Garrett believes the most effective plans start with active listening. He is committed to understanding your specific needs and developing comprehensive, objectives-based strategies.
Life Outside the Office
Garrett and his spouse of over ten years maintain a small homestead where they are raising their three children. Their hands-on lifestyle—tending to horses, chickens, and dogs, and enjoying outdoor activities—mirrors his dedicated, grounded approach to serving clients and building durable financial plans.
Ready to discuss your family or business financial strategy? Contact Garrett today.