WILL GARNAAS, CFP®
Summary
Highly motivated Financial Advisor who educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
4
4
years of professional experience
Work History
Financial Advisor, Specialist
Vanguard
02.2025 - Current
- Dedicated advisor with clients ranging from $500,000 to $5,000,000 assets under management
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients by conducting introductory meetings and delivering financial plans.
Financial Advisor, Senior Associate
Vanguard
06.2023 - 02.2025
- Provided advice in a team model on various financial planning topics
- Enrolled clients into the service offer through conduction of needs-assessment
- Utilized time management to ensure metrics and goals are being met for advisors and the clients
Financial Planning Associate
Vanguard
06.2022 - 06.2023
- Went through a program designed to develop CRM skills and financial acumen to become a financial advisor.
- Single point of contact transfer specialist for assets of $500,000-$5,000,000 coming into the firm
- Assisted high net worth clients open complex account types, including trusts, organization, and estate brokerage accounts.
- Shadowed Advisors weekly and engaged in portfolio methodology meetings
Associate Banker
J.P. Morgan Chase & Co.
05.2021 - 04.2022
- Explained and promoted products or services through referrals using computerized information about customers to tailor recommendations
- Provided banking services for 50+ clients a day
Education
Bachelor of Science - Finance and Economics
Grand Canyon University
Skills
- Series 7 & 66 licensed
- CERTIFIED FINANCIAL PLANNER™
- Passed the Chartered Financial Analyst Level 1 exam
- Developing financial plans
Timeline
Financial Advisor, Specialist
Vanguard
02.2025 - Current
Financial Advisor, Senior Associate
Vanguard
06.2023 - 02.2025
Financial Planning Associate
Vanguard
06.2022 - 06.2023
Associate Banker
J.P. Morgan Chase & Co.
05.2021 - 04.2022
Bachelor of Science - Finance and Economics
Grand Canyon University