Garrett Sorensen
Financial Advisor - CFP®, CEPA®, MBA
Marcum Wealth in Nashville, TN
Garrett is an Advisor at Marcum Wealth. He holds an MBA in Finance from Belmont University, is a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Exit Planning Advisor. Addio, LLC is not a client of Marcum Wealth, LLC (MW). No direct or indirect cash or non-cash compensation is provided by MW to Addio for Addio's endorsements of or referrals to MW. Addio's endorsements/referrals to MW are not expected to present material conflicts of interest.
Experience
7 years
Specialties
Veterans
Military
Business Owners
Executives
Retirees
Trusts
Licenses / Certifications
CERTIFIED FINANCIAL PLANNER®
Certified Exit Planning Advisor
Education
MBA, Finance & Accounting - Belmont University
What inspired you to get into this line of work?
I always loved education. I was the weird kid that enjoyed learning and always took every opportunity available to learn something I didn't know. While deployed to Afghanistan in 2010, we had a very small library of books to entertain ourselves with. One of the first books I read there was Richest Man In Babylon. I loved that book and became obsessed with learning more about finance. I spent the next 7 years positioning myself to be a teacher on this topic to help others master it as well.
What's one piece of insight you wish all families knew?
Having a financial plan is the most important thing you can have for your finances. The old saying still stands, "Failing to plan is the same as planning to fail." With our money, it is no different. We have to be able to have a reasoning and process behind what we do with our money, and that can only come from a plan.
What excites you most about working with Addio families?
It has been a saying of mine for years, "legacy is more important than currency." I believe Addio families understand this and that is why they are here. It's exciting because I know I will get to talk with like-minded people who see the value of legacy creation and transfer, and want to work to make theirs better for their family.
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