Garrett Stinson is a Managing Director with SageView’s West Team. Garrett has 16 years of retirement plan consulting experience working in the following areas: investment Oversight, Investment Advisory, Defined Benefit, 401(k) plan consulting, along with Individual Wealth Management.
Garrett has spent his career providing his clients fiduciary and investment oversight, investment advisory services, along with plan design consulting. He has extensive experience in ERISA-related retirement plans such as 401(k), pension, profit-sharing plans, and non-ERISA deferred compensation plans. Garrett also specializes in customizing and managing investment solutions for his endowment clients and has a deep familiarity with their unique regulatory, operating and reporting requirements.
Garrett’s clients cover a number of different industries, including for and not for profits. He works both on a national and international basis, working for clients in North America, Japan, and spending time in Southern Europe.
Garrett earned a Bachelor’s Degree in Consumer Affairs with an emphasis in Personal Finance from California State University of Long Beach. He holds registrations administered by Financial Industry Regulatory Authority (FINRA). In addition to holding a California State Life and Health Insurance license. He is also a registered representative of Cetera Advisor Networks.