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MEMBER PROFILE

 

Garrett Sorensen

Marcum Wealth

 

Member profile details

Membership level
Nashville Individual
First name
Garrett
Last name
Sorensen
Title
Financial Advisor
Company
Marcum Wealth
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
You need a financial plan or to discuss planning options
Profession
  • Consultant
  • Wealth Manager
Functional Expertise
  • Business growth
  • Business management
  • Capital markets
  • Cash management
  • Change Management
  • Cooperative business models
  • Corporate finance
  • Debt
  • Employee benefits
  • Employee engagement/ retention
  • Employment
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Government contracts
  • Investments
  • Investor relations
  • Leadership Development
  • Lending
  • Management succession
  • Mergers
  • Operations
  • Organizational development
  • Payroll
  • Private equity
  • Private placements
  • Probate
  • Real estate
  • Retirement
  • Risk management
  • SEC
  • Strategic planning
  • Supply Chain
  • Sustainability
  • Tax
  • Training
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP ®, CEPA, MBA
Transition Planning Certification or Methodology
CEPA Value Acceleration Methodology
In Business Since
2018
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