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Garrett O

CFP®, Series 65, Series 63

Marvin, NC

Oakley Private Wealth

Garrett Oakley is a CFP® professional with four years of industry experience currently at Oakley Private Wealth, an independent advisory firm. His prior experience includes roles at Alpha FMC, KPMG, EY, Northwestern Mutual, Betterment LLC, and Robert Baird & Co. He also holds Series 65 and Series 63 licenses. Oakley Private Wealth offers financial planning and portfolio management primarily to individual retail clients, including those with modest investable assets. The firm provides both hourly and ongoing advisory services, maintaining a deliberately small client base and integrates tax considerations into client portfolios.

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