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Michael Garber Financial Planning
Michael Garber Financial Planning is a state-registered investment adviser in Cupertino, CA. It has one employee and one investment adviser. The firm is...
Overview
Michael Garber Financial Planning is a state-registered investment adviser in Cupertino, CA. It has one employee and one investment adviser. The firm is based in Cupertino.
General information
Firm type
RIA
Principals
Michael Garber
Principal
Frequently asked questions
Does Michael Garber Financial Planning operate as a registered investment advisor?
The firm operates within the RIA regulatory framework, providing fiduciary investment advice alongside comprehensive financial planning. This structure subjects the practice to SEC or state-level oversight, depending on assets under management, and imposes a legal duty to act in clients' best interests. The RIA designation also enables the firm to manage assets on a discretionary basis and charge advisory fees rather than commissions.
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