Garret Venetta

About

Garret

Co-Founder, Partner

Garret Venetta has spent nearly 30 years helping clients navigate their financial planning needs with a focus on personal relationships and practical solutions. His approach is rooted in his values—faith, family, and a strong work ethic. Garret believes in leaving things better than he found them, a mindset that guides how he supports his clients every day. Whether working through planning decisions or life changes, he draws on his experience and perspective to help clients move forward with clarity and confidence.

Garret earned his Bachelor’s degree in Business Administration with honors from Otterbein University. Garret served his previous firm for almost 30 years as a financial advisor. As part of his professional experience, Garret led the Columbus office as manager for a number of years. Garret holds his series 7, 9, 10, 31, 63, and 65. He also holds his insurance licenses for life, variable, and health.

Garret was born and raised in Columbus, Ohio, and is married with three sons. His family enjoys traveling, trying new foods, and tackling escape rooms together. Outside of work, Garret coaches youth soccer, enjoys target shooting, running, and spending time outdoors. He plays violin and participates in his church worship team. He is also a member of the National Italian American Foundation. His upbringing, shaped by his father’s immigrant roots from Italy and his mother’s farm-town values, instilled in him a strong sense of purpose and energy that he enjoys sharing with others.

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