Annie’s Story:
Annie Garland is a CERTIFIED FINANCIAL PLANNER® professional who helps individuals and families make informed, confident financial decisions. She focuses on retirement planning, tax aware strategies, and guiding people through major life transitions. Annie brings a strong sense of organization to her clients’ financial lives, helping them replace uncertainty with structure and clarity. Before joining WealthClarity in 2020, Annie spent more than 20 years in the health and fitness field, where she developed a deep understanding of how people make decisions and follow through on their goals. She now applies that same emphasis on discipline and consistency to wealth management, encouraging clients to focus on what they can control. Annie is committed to building long term relationships grounded in trust, transparency, and meaningful progress. She’s especially passionate about elevating women in financial decision making, ensuring they have a seat at the table and the tools to succeed. Annie has been featured in Investopedia, Yahoo Finance, Kiplinger, HERMONEY and The Daily Upside. She spends her free time outdoors with her husband, two daughters, and their energetic Goldendoodle. She never misses a chance to get out on her mountain bike!
Professional Experience & Qualifications:
Annie brings a strong foundation of planning expertise and client care to her role as a financial advisor. Her background and qualifications include:
- CFP® professional
- FINRA Series 7 and 66 securities licenses (held through LPL Financial)
- Over 20 years of experience as an independent health and fitness professional
- Bachelor of Science, Ithaca College
Specialties:
- Comprehensive financial planning
- Retirement income planning (creating a “paycheck” in retirement)
- Guiding families through life transitions
- Helping clients align financial strategies with life goals
- Tax-aware investment strategies
- Risk management
Community Involvement:
- Member of Financial Planning Association (FPA)
- Mountain Bike Trail Guide – GGB Women’s Organization
- Member of The Alliance of Professional Women
Fun Fact:
Annie has a twin sister. The twin connection is real – during childhood, they were unbeatable in Pictionary!
Disclosure(s):
- Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
