Garrett strives to provide his clients with exceptional customer service and unbiased advice designed to help retirees and pre-retirees live a financially confident retirement.
Garrett has a strong passion for helping people plan for a successful retirement. From an early age, he noticed the difference between his own grandparents. One set of grandparents planned properly and to this day are still living a financially successful retirement. His other grandparents lacked any planning and now, with his grandfather deceased, his grandmother struggles financially and has to rely on help from the family. Seeing this has given Garrett the passion it takes to spend the extra time doing the proper planning with his clients today.
Garrett is the owner and CEO of Yack Wealth Management, where he works to apply his comprehensive approach to integrate investment management, income and estate tax reduction strategies, insurance and estate planning into his clients’ tailored financial strategies.
Garrett has passed the Series 7 and 66 securities exams and is a Registered Investment Advisor. He is proud to act as a fiduciary — the highest standard of care he can offer to his clients.
CA Insurance License #0I39209
Investment Advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. Yack Wealth Management and West Wealth Group, LLC are not affiliated entities. Insurance Services are offered through Garrett Yack, California Department Of Insurance License #0I39209.GARRETT YACK Advisor