Paul Garrett Email & Phone Number
Legacy Advisor @ Legacy Planning Service
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Paul Garrett Location
- Oklahoma City, OK, US
Paul Garrett Work
- 2026 -now Legacy Advisor @
- 2008 -2025 Financial Advisor @ Rockgate Financial Partners
- 2005 -2008 Financial Planner @ Quest Capital Management
- 1994 -2005 Owner @ Garrett Planning Strategies
- 1983 -1993 Partner (from October 1984) @ Garrett & Garrett (Oklahoma City)
Paul Garrett Education
- The American College of Financial Services
ChFC (Financial Planning)
2001-2004 - University of Oklahoma College of Law
JD (Law - Tax, Wills & Trusts, Estate Planning)
1981-1984 - University of Oklahoma
BA, Letters (cum laude) (Literature and language, history, philosophy)
1977-1981
Paul Garrett Skills
- Estate Planning
- Retirement Planning
- Wealth Management
- Financial Services
- Securities
- Retirement
- Investment Management
- Disability Insurance
- Risk Management
- Long Term Care
- Succession Planning
- College Funds
- Wealth Management Services
- Life Insurance
Paul Garrett Summary
- Paul Garrett, based in Oklahoma City, OK, US, is currently a Legacy Advisor at Legacy Planning Service. Paul Garrett brings experience from previous roles at Rockgate Financial Partners, Quest Capital Management, Garrett Planning Strategies and Garrett & Garrett (Oklahoma City). Paul Garrett holds a 2001 - 2004 ChFC in Financial Planning @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Retirement Planning, Wealth Management, Financial Services, Securities and more. Paul Garrett has 1 emails and 3 mobile phone numbers on RocketReach.
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