Retirement Plan Advisor
As a Retirement Plan Advisor at Kampstra Wealth Management, Garrett is responsible for assisting business owners, CFO’s and HR Directors with their workplace retirement plan. He provides company decision makers and investment committees with investment monitoring, RFP analysis, plan design consultation, and fiduciary responsibilities and also provides education to plan participants. Garrett has earned the Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA). He also holds the Series 65 securities license.
Garrett earned both a Bachelor of Business Administration and Master of Business Administration (MBA) from Shenandoah University. He volunteers in the Leadership and Mentoring Program at Shenandoah’s School of Business. Garrett spends his time away from work with his wife Ericka. He is an avid sports fan, weightlifter and outdoorsman.
Credentials and Licenses
Certified Plan Fiduciary Advisor
The Certified Plan Fiduciary Advisor (CPFA) credential demonstrates knowledge and commitment to working with retirement plans. Plan advisors who earn their CPFA demonstrate the knowledge required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. Candidates must pass a comprehensive examination and complete 10 hours of continuing education each year.
Wealth management, wealth planning, or retirement plan services, we're here to help.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203