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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Accredited Portfolio Management Advisor™ (APMA®)
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Military Service: U.S. Marine Corps Infantryman
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B.S. in Finance (Financial Planning Concentration), Louisiana State University (LSU)
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Holistic Financial Planning
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Retirement & Income Planning
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Oil & Gas Industry Professionals
Garrett Leroux, CFP®, APMA®, is passionate about helping individuals and families make confident financial decisions and prepare for retirement. Through his CERTIFIED FINANCIAL PLANNER™ certification and more than a decade of experience in the financial services industry, Garrett has guided clients through every stage of the retirement planning process, helping them create strategies aligned with their long-term financial goals.
A proud Louisiana native, Garrett earned a bachelor’s degree in finance with a concentration in Financial Planning from Louisiana State University.
Before beginning his career in financial planning, Garrett served as an Infantryman in the United States Marine Corps, where he developed the discipline, integrity, and commitment to service that continue to shape his approach to working with clients.
Outside of the office, Garrett enjoys traveling, playing chess, attending live music events, and training in Brazilian Jiu-Jitsu.
