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Dallin Garner, CFP®

Wealth Advisor

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Start Date
Industry: 2016
KAR: 2024
Education

B.S, Public Relations and Strategic Communication, Utah Valley University

Prior Work Experience
  • Investment Counselor – Fisher Investments
  • High Net Worth Advisor – Fidelity Investments
Certifications and Credentials
  • Certified Financial Planner™
  • Series 66
#3 Independent Advisor in 2024
(#1 in 2017-2020, 2022)
Ranked #7 on
Forbes Top RIA List
(2024)

What Do You Enjoy Most About Your Job?
I enjoy earning the trust of my clients. Many come to investing with skepticism or even the bitter taste of a bad experience. Going above and beyond, always following through, and adding value wherever possible eventually brings clients peace of mind. From there I get to be a part of their journey as they achieve lifelong goals, help others, and better the world overall. That wouldn’t be possible without a company that prioritizes integrity and dedication. I’m very lucky to be where I am.

What Do You Enjoy Most About Working at KARWA?
What immediately stood out about KAR is the people. Everyone is dedicated to providing the best environment possible for success, both for our employees and our clients. We are small enough that everyone is able to share ideas and large enough that we can provide world class service to the people that entrust us to manage their money.

 

What Are You Involved in Outside of Work?
My family and I are huge sports fans. My dad is from California, I was born in Utah and spent some formative years in Alabama. The Lakers, Crimson Tide and BYU Cougars are always a point of discussion in my house. I’m constantly being quizzed on sports trivia by my oldest son. I also enjoy woodworking, travel and trying new foods.

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If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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