Garrett Grigas CFA®
Professional Experience
Meet Garrett Grigas, a financial advisor, and your trusted partner in financial success. With over a decade of experience, Garrett is dedicated to helping his clients achieve their financial goals and providing them with the time and resources for what matters most in their lives. He believes in using financial plans to organize, simplify, and maximize personal finances. Garrett’s expertise spans every aspect of his clients’ financial lives, including investments, taxes, and goal setting. He has also developed specialized knowledge in working with the unique financial situations of companies like Amazon, Microsoft, and Google.
Garrett leads investment management for Gevers Wealth Management and holds the Chartered Financial Analyst (CFA®) designation, the gold standard of financial certifications. His academic background includes a double major in finance and economics, and he brings extensive experience across a wide range of financial topics.
With a commitment to excellence and a genuine desire to see his clients thrive, Garrett welcomes the opportunity to partner with you on your financial journey. Schedule a consultation today and take the first step towards securing your financial future.
About me
A Seattle native, Garrett is an avid fan of all the hometown sports teams, though the Huskies and Mariners hold a special place in his heart. Beyond his passion for sports, Garrett thrives on staying active. You can find him wake surfing, jumping in the lake for an open water race, or pushing himself at workout classes. When it comes to relaxing, a good book on financial history or a nature documentary are at the top of his list. Garrett also serves on the board of CFA Society of Seattle, a charity focused on promoting professional excellence and high ethics in the financial industry.