Bryan Garris, CFP®, CEPA®
Managing PartnerBryan Garris is a third-generation Investment Advisor Representative, a founding partner of TriaGen, and someone who knows that earning and keeping his clients’ trust is the most important part of this business. Raised in the industry, he co-founded TriaGen Wealth Management to carry on the mission of his father and grandfather: helping people create, grow, and protect their wealth for generations to come. Bryan understands that finances are highly-personal and that’s why he’s passionate about taking the necessary time to get to know his clients and understand who they are, what they care about, and what they hope to accomplish before he makes financial recommendations. Growing up in Southern California, Bryan studied hard and was active in a lot of different sports where he learned life lessons that he still uses today. His talent and ambition gave him opportunities to play Division III football in college, but instead, Bryan chose to go the academic route at UC San Diego in La Jolla to study Management Science and Business Economics. During that time, he began working with his dad on summer breaks, and he saw firsthand the incredible impact that advisors can have on people’s lives. Always motivated by making a difference, those summers convinced Bryan to follow in the family footsteps and become an advisor himself. Over the last decade, Bryan has continued his financial education by earning two advanced designations: CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor (CEPA). Bryan was recognized in 2019 as a “Forbes Next Gen Best-in-State Wealth Advisor”, one of his proudest professional accomplishments to date. He is also a Registered Representative with M.S. Howells & Co and currently holds a California Insurance License. When he’s not in the office, Bryan spends as much time as he can with his wife, Stevie, their sons, Duke and Rocky, and the rest of their extended family. He still follows a lot of sports, and even plays pick-up games when he can find the time. But in the phase of life he’s in, working and raising a young family keeps his calendar very full! *The Forbes ranking of America’s Top Next Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in 1980 or more recently, with a minimum of four years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Recipients do not pay a fee to become eligible for the award. See http://bit.ly/2ktpEkW. For additional detail on the criteria Forbes used for the ranking, see http://bit.ly/2m30Pgd.
