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Nick Garl, Financial Advisor

FINANCIAL ADVISOR
Nick Garl

CFP®, CEPA®, AAMS™
18002 Irvine Blvd Suite 102, Tustin, CA 92780opens in a new window
New Client Waitlist
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Corporate Executives
  • Wealth Strategies
  • Portfolio Reviews
  • Employee Stock Options

About Nick

As a child, I listened to my grandfather talk about why it's important to invest your money. He told me it was wise to pay yourself first before anything else. I took this to heart and created different savings buckets for different goals.

A new bicycle, my own clubhouse (now known as a home for my family), a rainy-day (emergency) fund and money for when I'm Grandpa's age (retirement savings) were just a few of the items I had saved for. Little did I know, Grandpa was preparing me for the opportunity to have options, not only for myself, but...

Work History

  • Edward JonesMarch 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Concordia UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Cycling
  • Camping
  • Active Lifestyle
  • Pets

Team Members

  • Shima Tondar
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(714) 685-3091

Fax

(888) 817-1660

Office Address

18002 Irvine Blvd Suite 102
Tustin, CA 92780opens in a new window

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