Merrill Lynch
Joined as an account executive trainee, later serving as a financial consultant and resident manager in San Marino from 1983–1987.
Meet Steve Garrett
A legacy of leadership.
A life of service.
Financial-services professional, entrepreneur, author and community advocate. A career shaped by experience—and a lifelong conviction that the most meaningful work creates opportunities for others.
Southern California · Since 1972 in financial services
50+Years of serviceScouting & community leadership
1972Entered financial services
1990Founded his advisory firm
1978Guided Discoveries established
3Published books
The person behind the experience
More than a career. A lifelong commitment.
At a glanceBusiness. Service. Mentorship.A career shaped by finance, public service, youth development and community leadership.
Born and raised in Southern California, Steve Garrett has built a life at the intersection of business, mentorship and public service.
Growing up in Temple City, Steve went on to study at Pasadena City College and the University of Colorado. He also served in the United States Air Force, including a year in Vietnam. Those early experiences preceded a career that would span investment management, entrepreneurship, organizational leadership and nonprofit governance.
His professional story is matched by decades spent helping young people learn through experience, developing leaders through Rotary and Scouting, and sharing lessons on finance, governance and personal responsibility.
U.S. Air Force veteranEntrepreneur & authorNonprofit leaderLeadership mentor
Professional journey
A foundation built
on experience.
From major financial institutions to building his own advisory business, Steve's career has consistently centered on judgment, trust and the development of people.
Founder, Steve Garrett & Associates
Established an independent practice focused on investment management and long-term client relationships.
Advisory firm growth
Qualified as a Registered Investment Advisor in 1991 and transitioned to a corporate RIA in 2003.
LPL Financial affiliation
Established an LPL Financial branch affiliation; the practice has served individuals and small corporate retirement plans.
Investment and management. Experience with individual investment portfolios and small-business retirement plans.
Litigation and expert testimony. Consultant and expert witness on suitability, know-your-customer and supervisory issues.
Education that changes lives
Investing in the next generation of discovery.
Steve is a founder and former board chair of Guided Discoveries, the California-based 501(c)(3) educational nonprofit established in 1978. Through memorable, hands-on programs, the organization creates opportunities for young people to explore science, nature, independence and leadership.
His commitment to education also included service as board chair and CEO of Elliott-Pope Preparatory School in 1991, before its eventual merger with Guided Discoveries.
Explore Guided DiscoveriesService beyond business
Leadership is what you give back.
Steve joined Rotary in 1974 and has spent decades developing its leaders, strengthening clubs and advancing youth programs. His community work also includes more than 50 years with the Boy Scouts of America.
President, Rotary Club of San Marino
Led membership growth, fundraising, club programs and fellowship initiatives.
District Governor, Rotary District 5300
Served as district governor and later contributed to training for presidents-elect and governors-elect.
Rotary leadership & youth development
RYLA leadership, Rotary Foundation service, instructor roles and chairmanship of the 2001 Rotary Rose Float Committee.
Recognition for distinguished service
Rotary Foundation District Service Award, Citation for Meritorious Service and Distinguished Service Award.
Boy Scouts of America
Served as Scoutmaster and San Gabriel Valley Council vice-chairman; received the Silver Beaver Award in 1983.
Published work
Ideas worth sharing.
Two currently highlighted titles reflecting Steve’s work in leadership and the legal dimensions of finance.
Using the real available cover previews for the two currently featured titles.
Connect with Steve
Good conversations can lead to lasting impact.
For professional inquiries, leadership conversations or community initiatives, Steve can be reached directly through the contact details below.
Send an email