Paul Garrett is the principal executive of Garrett Consulting Inc. and is directly responsible for all investment, insurance, and employee benefit product sales; marketing; administration; and all compliance regulation for the organization. He has been a practicing financial planner for more than 28 years. Prior to forming Garrett Consulting in 2000, Paul held the titles of Executive Vice President, Oak Brook Securities Corporation, Oak Brook, Illinois (five years); Investment Specialist, New England Securities, Chicago, Illinois (six years); and Senior Investment Officer, Inland Securities Corporation, Oak Brook, Illinois (two years).
Paul's primary expertise is in investment planning, with an emphasis in qualified and nonqualified retirement plan consulting for small- and medium-sized businesses. He currently commands a client base of more than 240 individual, business, and institutional investors and is managing in excess of $79 million for these clients. He is a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. Paul is also profiled in Who's Who in Finance and was highlighted as one of the top 7% of financial advisors in the region as a Five Star Wealth Manager in the November 2010-2016 issues of Chicago Magazine. Paul has succesfully completed the Agency Management Training Council (AMTC) management course. He holds FINRA Series 7 (General Securities Representative), 24 (General Securities Principal), 6, 22, 63, and 66 securities registrations through Commonwealth Financial Network®.
Paul coordinates total financial plans for business and personal clients and is facile in the areas of business and personal life insurance, retirement, business strategy, employee benefit, executive benefit, disability insurance, estate, college funding, and tax planning. He has been a frequent guest speaker on many financial topics and is a regular guest and periodic host on WJJG's (AM 1530) "Money Talks" radio show. Paul also regularly conducts popular educational public and corporate financial seminars in the area. Additionally, Paul has had numerous articles published in the Chicagoland press and has had clients featured in Money magazine and the New England Securities corporate Image Brochure. Paul is also licensed with Commonwealth Financial Network and the Illinois Department of Insurance.
Paul is a key member of the firm's management team. He plays a major role in the identification, selection, and training of new associates within the organization. Paul resides in the western suburb of Oak Brook. He is active in the community, serving as a director of DuPage Habitat for Humanity, fundraiser for several local charitable organizations, and a member of several professional organizations, including the Better Business Bureau. Paul is an accomplished guitarist and bassist who also enjoys exercising.
Paul Garrett is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
1. Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,998 Chicago wealth managers were considered for the award; 782 (20 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Photo: Randy Belice
Tristan Garrett is a financial advisor at Garrett Consulting. He specializes in investment selection and portfolio management. He holds FINRA Series 7, Series 66, and Series 24 registrations and is a 2017 Level I Candidate in the CFA Program. Tristan graduated cum laude from DePaul University, where he completed the Finance Honors program as an undergraduate and is presently pursuing a master's degree in economics and policy analysis. His hobbies include motorsports, black-and-white photography, and reading. He resides in Downers Grove.