Annie Garland, CFP
About / Who I Help
I help healthcare professionals and high-achieving individuals balance their financial goals with family, work, and personal wellness. Before becoming a financial planner, I spent 24 years in health and fitness, which gives me a unique perspective on how your lifestyle, goals, and finances all connect. My mission is to help you spend less time worrying about money and more time living the life you want.
Education & Experience
- Certified Financial Planner (CFP®)
- 24 years as a Health & Fitness Professional
- Specializes in serving healthcare professionals & high-achievers
- Extensive experience in retirement, tax, and investment planning
What I Help With
- 💼 Financial Planning (Retainer, AUM, or Flat Fee)
- 📈 Investing & Wealth Management
- 🏛️ Retirement & Estate Planning
- 🧾 Tax Planning
- 🎓 College Planning
- 🛡️ Insurance & Protection Planning
Why I’m Different
I work as part of a two-advisor team — pairing one male and one female CFP® to design comprehensive financial plans. This collaborative approach ensures you benefit from diverse perspectives and deep expertise across all areas of financial planning. My clients appreciate the holistic, personalized guidance we provide and the practical strategies we develop together.
📧 annie@wealthclarity.com | 🌐 http://www.wealthclarity.com | 📞 720-603-1425