Garrick A. Peters, CFP®
Garrick is a Certified Financial Planner™ (CFP) Professional, and partner at the Salient Wealth Planning Group. Garrick’s experience, which dates back to 1995, provides his clients with a deep knowledge and understanding in the areas of Comprehensive Wealth Planning, Corporate Retirement Plan Design, Retirement Planning, and Portfolio Management. Prior to joining Salient Wealth Planning Group, Garrick worked as a Portfolio Manager and Financial Advisor at Merrill Lynch for 10 years in El Segundo with his partners Loren Peters, Denny Bilikas and Jonathan Pineda. Prior to joining Merrill Lynch Garrick worked with Morgan Stanley Smith Barney for approximately 12 years as a Financial Advisor in the Rolling Hills, Beverly Hills, and Santa Monica offices.
After graduating from U.C.L.A with a degree in Psychology in 1993, Garrick began his career at a highly ranked Wall Street research based firm Wertheim Schroder in Westwood. His responsibilities at Wertheim Schroder included managing equity based portfolios for high net worth clients, and supporting and advising small to medium sized money management institutions.
Garrick currently maintains his Series 7, 63, 66 and Life Agents and Contracts Licenses. Garrick has also completed The U.C.L.A PFP curriculum for Personal Financial Planning.
Garrick resides in Manhattan Beach with his wife Donna and daughter Katelyn. Garrick’s outside business interests include, involvement as the moderator for Chadwick Professionals, watching Katelyn's ice skating competitions, and training/competing in Ironman events.