Broker Check
Garrick A. Peters, CFP®

Garrick A. Peters, CFP®

Founder, Private Wealth Planner, Portfolio Manager

310-531-1003

garrick.peters@salientwealthsolutionsgroup.com

I am the proud founder of Salient Wealth Solutions Group, where I specialize in comprehensive wealth planning, corporate retirement plan design, retirement planning, and portfolio management. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 30 years of experience in the financial services industry.

My journey in this field began in 1994 when I started my career and obtained my licenses with Wertheim Schroder in Westwood. Over the years, I gained valuable experience working as a Financial Advisor at Morgan Stanley Smith Barney for approximately 12 years and as a Portfolio Manager and Financial Advisor at Merrill Lynch for a decade. These roles have equipped me with a robust foundation and a diverse skill set that I bring to my current practice.

Academically, I hold a degree in Psychology from U.C.L.A, where I also completed the Personal Financial Planning curriculum. I am fully licensed with Series 7,63,66 and Life Agents and Contracts licenses. That said, my many years of experience demonstrate that I am well equipped to help meet the diverse needs of my clients.

On a personal note, I reside in the beautiful Manhattan Beach with my wonderful wife Donna and our daughter Katelyn. Family is incredibly important to me, and I cherish the time spent watching Katelyn's cheer competitions. I am also deeply involved in my community, serving as a moderator for Chadwick Professionals. Outside of my professional life, I am passionate about athletics, particularly Ironman events. I have had the honor of qualifying for the Kona Ironman World Championships and the 70.3 Half Ironman Championships in Nice, France.   I believe that training and competing in these events parallels the consistent dedication and devotion that I bring to my clients and practice every day.