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Michael Jan Garber

Michael J. Garber

MICHAEL GARBER FINANCIAL PLANNING
Gilroy, CA
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CRD#: 4908320
Michael Jan Garber

Professional summary

Michael Jan Garber, CFP® is a registered financial advisor currently at MICHAEL GARBER FINANCIAL PLANNING located in Gilroy, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 1 firm and has passed the Series 65 exam.

Biography

Michael Garber integrates an engineering mindset with a caring approach, empowering individuals to discover and gain control of the essentials of their financial future. The firm's principal, Michael Garber, is a CERTIFIED FINANCIAL PLANNER(tm) professional.
top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Investment Planning
Retirement Planning
Budgeting
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Employed by Keysight Technologies, Inc. The business is non-investment related. Employed since 1984 by predecessor companies Hewlett-Packard Co. and Agilent Technologies, Inc. in various roles. Present Role/Duties: internal organizational consultant for sales skills development. Hours are flexible and vary based on workload.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jan Garber's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

October 25, 2017 - Present

MICHAEL GARBER FINANCIAL PLANNING

RIA
CRD#: 133943
Gilroy, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(10/25/2017)
IAR
Texas
(1/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2004
Uniform Investment Adviser Law Examination

Current Firm

MICHAEL GARBER FINANCIAL PLANNING
MICHAEL GARBER FINANCIAL PLANNING
GARBER, MICHAEL JAN | MICHAEL GARBER FINANCIAL PLANNING | MICHAEL GARBER CONSULTING SERVICES

CRD#: 133943 / SEC#:

California
Registered Investment Advisory firm - (3/17/2005 Approved)
Texas
Registered Investment Advisory firm - (1/12/2021 Conditional Restricted)
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Contact information

Main Address
Gilroy, CA
Mailing Address
87 W. Santa Clara St., Floor 7, San Jose, CA 95113
Phone number
(408) 451-8418
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

MICHAEL GARBER FINANCIAL PLANNING

MICHAEL GARBER FINANCIAL PLANNING

CRD#: 133943Gilroy, CA

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Contact information

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