Kent Kopen
Todd Garrett
Greggory R. Wood
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Instructors

 
 

Todd Garrett, PFP

Todd M. Garrett, 42, Wealth Manager, for GR Capital Asset Management, LLC (GRCAM). GRCAM is a SEC Registered Investment Advisor (RIA) firm with offices in Newport Beach and Montecito. GRCAM has over 30 years of history with private clients, families and institutions. GRCAM is diversified wealth management services provider comprised of virtually all aspects of financial planning for:  individuals, families and businesses; including life and health insurance, property and casualty insurance, long term care, investment management, 401k and employee benefits. Mr. Garrett has accumulated over 17 years of investment management experience in equities, fixed income, derivatives and liability advisory.

At GR-CAM, Todd works on a Team that specializes in Risk Management, Asset Protection, Retirement Income Management, Wealth Management, Wealth Creation, Wealth Protection, Insurance, Offshore Trusts, Captive Insurance Companies, Equity Harvesting, Annuities, Private Pension Plans, VEBAs, 529s, Long Term Care, Disability, Property & Casualty and Liability strategies to optimize equity. Through GR-CAM’s Team approach, strategies are holistically developed using optimal investment combinations tailored to client needs and objectives.

Before joining GR-CAM, Todd worked as an executive and Vice President for several investment banks that include: Kidder Peabody & Co., Roth Capital Partners, and US Bancorp. He holds a Bachelor of Arts degree in Business Economics from San Diego State University with an emphasis in finance and accounting. Additionally, Todd is a Personal Financial Planner (PFP) through the school of management at University of California, Irvine and is pursuing the (CFP) Certified Financial Planner designation. He holds the following Licenses: Series 7, 63, 65, and CA, Insurance #0A06418, Life Agent & Variable Contract. He also served on board of directors at Glas-Aire Industries (GLAR) from 1999 through 2001. Finally, he is an avid angler that holds an IGFA, World Record trout and is an active member: Tuna Club of Avalon and Balboa Angling Club. 

For more on his Team’s philosophy, go to www.GR-CAM.com.com and www.ocmortgageplanner.

 

 


 


 
 


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