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Michael Garber, CFP®

Michael Garber Financial Planning

1250 Oakmead Parkway
Suite 210
Sunnyvale, CA 94085
Phone: (408) 846-2977
Fax: (408) 846-2977

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Starting a Family

 

About My Practice

 

Michael Garber Financial Planning, a Registered Investment Adviser, is located in Sunnyvale, California. The firm provides individuals and families with personal financial planning and investment advice, and assists them with specific financial decisions.

Whether you need help with one financial decision, and no further commitment, or are seeking a long-term comprehensive relationship, you can use the firm's services as little or as much as desire. Because the firm does not receive third party commissions or fees from the sale of investments or insurance, your interests come first. This fee-only model is unique in the financial services industry, yet no different than other professionals such as attorneys, accountants or physicians.

The firm integrates an engineering mindset with a caring approach, empowering clients to discover and gain control of the essentials of their financial future. The “Engineer Your Future™” approach improves financial position and stability, leading to financial balance and well-being.

 

Experience

 

The firm's principal, Michael Garber, is a CERTIFIED FINANCIAL PLANNERTM Professional. Michael is a member of the Garrett Planning Network, an international organization which is committed to making competent, objective financial advice available to people from all walks of life. Michael is a NAPFA-Registered Financial Advisor and member of the Financial Planning Association.

Michael was educated as an engineer, and holds degrees in Electrical Engineering from Iowa State and Princeton Universities.  He has over 25 years experience in high technology marketing, sales, executive and consulting roles, and is raising a family in Silicon Valley. These experiences have provided Michael with an understanding of the complexities facing clients who strive for the stability and security needed to raise a family in California, while preparing for their own retirement.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.