Get to know Garrett Bohler, CFP®

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Garrett-Bohler-11.23
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Garrett Bohler, CFP®

Wealth Manager

Garrett is an experienced retirement planner with a passion for helping others. Garrett has a wealth of knowledge in the firm’s financial planning processes and strives to help educate Wheelhouse families about retirement through his role as a Wealth Manager.

In 2021, Garrett earned a Bachelor’s degree in Accounting from Missouri Baptist University.  He has obtained his Series 65 license as well as Life and Health for the State of Missouri.  He is also a CERTIFIED FINANCIAL PLANNER™.  Outside of the office Garrett enjoys cooking, watching sports, and spending time with his wife and two dogs.

Email: garrett@wheelhouseretirement.com

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.