About Garrett

Garrett Sorensen is a Financial Advisor for Marcum Wealth. Garrett’s focus is helping clients through financial planning, investment management, and client service.

Garrett served ten years on active duty in the U.S. Army, with one tour in Afghanistan during 2010. He continues to serve in the Tennessee National Guard. Garrett also hosts a Podcast called “Operation: Veteran Finance” where he shares his knowledge to help the military community with their financial mission.

Practice Focus

Financial Planning
Retirement Planning

Education and Certifications

B.S. in Business Administration and Management from Post University
MBA in Finance from Belmont University

Certified Financial Planner (CFP®)
Certified Exit Planning Advisor (CEPA)