Phyllis Garratt, CFP®
Senior Financial Planner
Phyllis is a Certified Financial Planner (CFP®) with seventeen years of experience in business management and consulting. Phyllis is passionate about helping clients maximize their personal and financial resources in order to achieve their life goals. She works closely with clients to create individualized investment portfolios and comprehensive financial plans focusing on retirement planning, tax planning, cash management, education funding, estate planning, investment allocation and asset management. She is an active member of the Financial Planning Association and a Marin County Genealogical Society Board Member.
Phyllis attended the University of California at Davis where she obtained a BA in economics and an MBA in finance and investments. She’s an enthusiastic traveler, experienced genealogist, and collector of 19th century photography. She also enjoys listening to music, spending time with family and friends, and working in her organic garden. Phyllis grew up in Palo Alto, California, and has lived in Marin County since 1982.