Jalen A. Garrett, CFP®

Current Role

Jalen develops creative strategies that help clients work toward meeting their financial goals by integrating holistic wealth management services. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and personal financial needs along the way.

Service Areas

• Comprehensive financial planning
• Investment analysis and portfolio design
• Tax minimization
• Retirement and estate planning
• Risk management

Experience

Jalen joined Rehmann in 2023 and is a member of Rehmann’s Wealth Management Technology and Innovation Committee. He has extensive knowledge of financial strategy planning including development of personal comprehensive financial plans with an emphasis on investment management and debt management techniques. Frequently working with the high debt, high income earning community, Jalen works with clients on goal identification, debt management, tax minimization and investment planning.

He prioritizes building a relationship with each client, learning from them as well as helping them to gain understanding and knowledge to make informed decisions.

Jalen received the CFP® certification from the Certified Financial Planner™ Board of Standards. He also holds the Series 65 securities registration.

A Closer Look

• Jalen is an active member of the Detroit Economic Club – Young Leaders Program.
• Jalen plays a key role when onboarding new clients. He helps to make the complicated simple by thoroughly examining all their financial resources and creating a plan that is custom tailored to their needs.
• Focused on providing exceptional client service, Jalen regularly shares insights on service improvement ideas.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 1249 Griswold Street, Suite 201, Detroit, MI 48226 | 313.202.7400