Wayne  Garrett,  CFP<sup>&reg;</sup> - Financial Advisor

Wayne Garrett, CFP®

CPA/PFS

BentOak Capital

201 Fort Worth Hwy
Weatherford, TX 76086
817-550-6750

General

Wayne Garrett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at BentOak Capital in Weatherford, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: TX, MA
  • Health/disability insurance: TX
  • Fixed annuities: TX,,CA, LA, OK
  • Variable annuities: TX, MA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources