Blair Garner (CFA®, CFP®, CMFC, CRPC®, MS)

Blair Garner focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Blair is an investment advisor and co-owner of Garner Financial Management. Blair received an M.S. with honors in Financial Analysis and Investment Management from St. Mary’s College of California. He holds the Chartered Financial Analyst®(CFA) and Certified Financial Planner®(CFP) designations. Additionally, he is a NAPFA Registered Financial Advisor and he has earned the Chartered Mutual Fund Counselor(CMFC) and Chartered Retirement Planning Counselor(CRPC) designations from the College for Financial Planning in Denver, Colorado.

Prior to joining the firm, Blair served as an officer in the United States Marine Corps for over a decade. During that time, he primarily served as a helicopter pilot with collateral duties as an operations officer and instructor. 

When not at the office, Blair enjoys spending time with his wife and two children and when time allows he enjoys restoring classic cars. Additionally, Blair continues to serve as a Major in the United States Marine Corps Reserve.

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NAPFA Start Date

April 24, 2014

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This Office

3620 Happy Valley Rd Ste 103 Lafayette, CA 94549-3786 Phone: (925) 282-5500 Fax: (925) 962-9250