Summary: In her soft-spoken way, Sheryl Garrett is a booming voice of the financial services industry. Despite that distinction, President Barack Obama is one of her biggest fans: In his speech last year pushing the Department of Labor to press on with its fiduciary standard rule, he pointed out Garrett by name as an FA who puts the best interests of her clients first. Attending the AARP event, Garrett, at Obama’s request, rose to a round of applause.
 A natural outcome is going to be more holistic planning. We are first and foremost financial planners and also registered investment advisors. So there will be greater emphasis on retirement planning, retirement distributions and all the nuances."Sheryl Garrett, Garrett Planning Network |
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