Garrett Beckstrom, CFP®, CRPC®, CRPS®

Relationship Manager

Garrett Beckstrom plays a vital role in delivering comprehensive wealth management solutions, working closely with managing directors and wealth advisors to create personalized financial plans that reflect each client’s unique goals and priorities.

Garrett began his financial services career in 2020 at Lincoln Financial as an Associate in their Leadership Preparation Program. He later expanded his expertise by serving as a Client Service Manager at an Ameriprise Financial Private Wealth Practice. Garrett joins us from his most recent position as a Retirement Consultant at Lincoln Financial.

Garrett is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Planning Counselor℠ professional and a Chartered Retirement Plans Specialist℠ professional. He graduated from the University of South Carolina with a Bachelor of Science in Business Administration degree in risk management and insurance.

A lifelong resident of Northern Virginia, Garrett currently lives in Alexandria with his fiancée, Haille. He enjoys spending time with family and friends, traveling, working out and supporting his Baltimore Ravens.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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