Michael Garber

CFP® CRTP

Principal

Michael Garber Financial Planning

San Jose, CA

Anywhere / Virtual Meetings

Fee-Only financial planner located in San Jose, CA, established in 2005.

Contact Me

Send Michael a Message

Learn More

Go To Our Website

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Jump To: Designations & Affiliations

Michael Garber is a Silicon Valley fee-only financial planner based in San Jose, serving clients throughout the Bay Area and California.

Michael Garber Financial Planning provides holistic financial planning, investment advice, and assistance with specific financial decisions. The firm helps families and individuals achieve a better quality of life, specializing in serving technology professionals with RSUs, stock options or deferred compensation and related tax issues. Michael Garber Financial Planning serves clients as a fiduciary and never earns a commission of any kind.

Get to Know Michael Garber

Michael Garber is Principal at Michael Garber Financial Planning, located in San Jose, CA.

Michael has worked for over 30 years in high-tech marketing, sales and executive roles. With a background in electrical engineering, he had always wanted to do something different that involved working with people. In 2005, Michael started his fee-only practice, which eventually became Michael Garber Financial Planning. After a chance encounter with Bert Whitehead at a NAPFA conference, Michael joined ACP the following year. Michael enjoys helping families prepare for a more secure financial future and coaching them to move “from success to significance.”

I Can Help You With:

Comprehensive Financial Planning
Tax Planning
Equity Compensation Guidance
Investment Management
Retirement Income Planning

Ideal Clients:

Tech Workers
Growing Families
RSUs, Options or deferred compensation
Sudden Money Situations
Ongoing relationship with a real person

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Michael Garber's Designations and Affiliations

Office Locations

111 North Market Street, Suite 300 - San Jose, CA 95113

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.