Kevin Garrett

At Integrated Financial Group, I serve as a financial planner specializing in "Sudden Wealth" scenarios. These events require not only financial experience but also empathy and effective communication to manage both the financial and personal changes that come with them. My credentials include the Accredited Wealth Manager (AWMA) and Certified Fund Specialist (CFS) designations, along with a CFP® certification from the University of Georgia's inaugural class. I also hold a Bachelor of Science in Marketing from the University of Alabama, providing a strong foundation for my career.

Throughout my career, I've been recognized as a FIVE STAR Wealth Manager by Atlanta Magazine from 2012 to 2024 and by Forbes Magazine in 2017. The Wall Street Journal also listed me as "One of the Advisors You Should Get To Know" in 2015. My professional registrations include FINRA Series 7, 63, and 65, and I'm a member of the Financial Planning Association (FPA). Currently, I'm pursuing a Master of Science Degree in Financial Services to further enhance my skills and service offerings.

I believe financial planning is as much about living your best life as it is about managing money. Understanding the relationship between life goals and finances is key to success. This belief was tested in June 2019 when I experienced a sudden aneurysm in my leg while hiking in Colorado. Thanks to having my financial affairs in order, my family and I could focus on my recovery rather than financial concerns.

Outside of work, I'm a proud father, partner, and business owner. I have a background as a track athlete and multiple marathon finisher, though years of running have taken their toll. I am fortunate to do what I love, surrounded by people I cherish, and my goal is to help my clients achieve the time and financial freedom to pursue their passions, without the burden of complex financial calculations.

*5 Star: Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

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