Denise Garten

Financial Advisor, CWS®

2007-Present

Denise Garten

Specialties

  • Investment and Portfolio Allocation
  • Insurance and Risk Management

My role is to gain a better understanding of the markets and give advice that is understandable and customized for each individual, ultimately to help families reach their long-term financial goals. On a regular basis, I track financial trends such as Morningstar, Yahoo Finance and MSNBC.

When I’m not assisting my clients with retirement planning, distribution strategies, risk management, investment planning and college savings plans, I tap into my adventurous side by going scuba diving, traveling and hiking.

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