# Michael Garber Financial Planning

Michael Garber Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/michael-garber-4512828

## Regulatory record

- **CRD number:** 133943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133943

## About

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.

## People

- Michael Garber — Principal

## 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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- [OFC Wealth Management](https://altss.com/profile/ofc-wealth-management)
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Last updated: 2026-07-06T01:24:21.379Z

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