Michael Garber (CFP®, CRTP, MSEE)

Michael Garber focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Michael Garber Financial Planning provides holistic personal financial planning, investment advice and assistance with specific financial decisions, to individuals and families.  We help you reach your goals in the following areas: spending, saving and debt reduction; investments, 401(k) and 403(b) plans; tax planning and preparation, retirement planning, and estate planning.  

Additional Information

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.

NAPFA Start Date

December 19, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

111 North Market Street Suite 300 San Jose, CA 95113-1116 Phone: (408) 451-8418