Annie Garland, CFP®
wealth advisor @ wealth clarity
At WealthClarity, we believe that smart investing starts with a thoughtful plan. As fiduciary financial advisors based in CO, we help individuals, families, and business owners align their financial decisions with their long-term goals, so you can spend less time worrying about money and more time living the life you want.
Fun Fact: Annie has a twin sister. The twin connection is real – during childhood, they were unbeatable in Pictionary!
About / Who I Help
Education & Experience
Independent health and fitness professional (20+ years)
Bachelor of Science, Ithaca College
FINRA Series 7 and 66 Securities Licenses (held through LPL Financial)
What I Help With
Member of Financial Planning Association (FPA)
Insurance/Protection Planning
Financial Planning (Retainer, AUM, Flat Fee)
Investment Management
Tax Planning
Estate Planning
College Planning
What I Help With
Why I’m Different
I work as part of a two-advisor team — pairing one male and one female CFP® to design comprehensive financial plans. This collaborative approach ensures you benefit from diverse perspectives and deep expertise across all areas of financial planning. My clients appreciate the holistic, personalized guidance we provide and the practical strategies we develop together.
http://www.wealthclarity.com
annie@wealthclarity.com
