fb-pixel
Select Page

Garrett Vanneman, CFP®

Senior Wealth Advisor

Contact Information

970 Reserve Dr., Suite 200, Roseville, CA 95678
Office: 737-277-5148  |  Mobile: 916-769-5072

Background

Garrett Vanneman, CFP® is a CERTIFIED FINANCIAL PLANNER™ – CFP® certification. He graduated with a Bachelor of Science in Economics and Business Administration degree from St. Mary’s College of California in 2003.

Outside the office, Garrett enjoys being involved in his community. He is an active member of the Roseville Chamber of Commerce, where he was awarded “Ambassador of the Year” for 2017. In addition to that, Garrett is also a 2015 graduate of Roseville Leadership.

Garrett and his wife Nicole both grew up in Roseville and live here today close to family. When he is not advising clients, Garrett loves to read, golf, and participate in triathlons. He is proud to have finished the inaugural IRONMAN Triathlon in Lake Tahoe. Garrett and Nicole are proud parents to two young boys, Dallas and Davis!

CA Insurance License #OG30000

Areas of Focus

  • Wealth Management 
  • Financial Planning  
  • Tax Planning and Optimization 
  • Estate Planning and Wealth Transfer 
  • Investment Management 
  • Risk Management 

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor f/k/a TCG Advisors LLC. Insurance Services offered through HUB International. HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. HUB FinPath and Tax Services are offered through RPW Solutions. Cypher is offered through Cypher Security, LLC. Consulting Services are offered through TCG Consulting Services, LLC. TeleWealth virtual meetings are offered through TCG Advisors. TCG Advisors, TCG Administrators, HUB FinPath, RPW Solutions, Cypher Security, LLC and TCG Consulting Services are under common ownership of HUB International and are affiliates of TCG Advisors. Legal and Tax advice may be provided by Hessler Legal, an unaffiliated law firm. Certain of TCG Advisors’ investment advisory representatives may also be affiliated with Hessler Legal. TCG Advisors does not receive compensation from Hessler Legal for referrals.

HUB International, owns and operates several other entities which provide various services to employers and individuals across the U.S. Employees of HUB International may offer securities through partner Broker Dealers not affiliated with HUB. Employees of HUB International provide advisory services through both affiliated and unaffiliated Registered Investment Advisors (RIA). Global Retirement Partners, LLC, HUB Investment Advisors, TCG Advisors, Millennium Advisory Services, and Sheridan Road Advisors, LLC are wholly owned subsidiaries of HUB International.

 

Connect with Garrett

Helpful Resources

Read our Blog

View Upcoming Events

More Services