Ernie Garrett

Ernie Garrett, M.A., CFP®

Vice President, Investment Services

Mr. Garrett has provided expertise in research and administration to Towneley since 2001. He oversees all investment services including portfolio management and administration, performance measurement, trading and research, while leading all company research related to global equity and fixed income mutual funds. Assisting Towneley’s institutional and individual clients to thrive, make a difference and realize lasting impact, Mr. Garrett conducts both client-specific and broad-based analyses, contributing to Towneley’s sophisticated investment strategies and services. He serves as Towneley’s liaison to an array of mutual fund companies, a role broadening his already-expert understanding of the various funds and fund managers. As a CERTIFIED FINANCIAL PLANNER™ certificant, Mr. Garrett is an active member of the Financial Planning Association, Orange County Chapter. He earned his M.A. at California State University, Fullerton.

  • TRUST.
  • TEAMWORK.
  • TOWNELEY.