Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Garet T
Series 66, Series 65
Palo Cedro, CA
Alpha Initiative
Garet Tarvin is a financial advisor at Alpha Initiative with Series 65 and Series 66 credentials and seven years of industry experience. He previously worked at Kahala Partners LLC and currently holds a role as a Utility Analyst at the City of Redding, where he provides analytical support for a public electric utility. Alongside his advisory work, he is involved in managing investment-related activities for a real estate portfolio. Alpha Initiative is an independent firm offering discretionary portfolio management and investment advisory services to individual investors, high-net-worth individuals, and family trusts. The firm employs an active, research-driven approach using qualitative and quantitative fundamental analysis to create customized portfolios and model allocations across various risk tolerances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters