Summary
I am a licensed CPA and hold the Certified Financial Planner (CFP®) designation. I also hold licenses in Life and Health Insurance and hold the Series 7 and Series 66 securities registrations. Investments and advisory services are offered as representatives of H. Beck, Inc., Member SIPC. I worked over 36 years as a CPA in public accounting. Since 2000, I have worked in the financial services industry.
Work Experience
Financial Services:
Since 2000 I have worked primarily as a financial planner, now with offices in Bethesda, MD. My clients include mostly individuals and small businesses. My income is derived from product related fees and commissions.
Public Accounting:
1991-2000 Worked as a partner in Kaufman Davis with total staff and partners of 60 people. In 1998, CBIZ, a publicly traded company acquired the firm. As a partner/director in the firm I serviced a wide variety of clients including individuals, non profits and a variety of for profit companies. In addition to the clients I served, I was the partner in charge of the firm's estate and financial planning practice as well as supervising the estate and gift tax preparation process. I also prepared and supervised the preparation of a wide variety of fiduciary returns including split interest trusts.
1970-1991 Worked as sole proprietor and then as founding and managing partner of Garner, Bloom & Klein Chartered and grew to a total staff of 22 people. My client responsibilities were similar to those at Kaufman Davis (CBIZ) except no formal estate or financial planning services.
1968-1970
Worked as senior staff accountant for BDO Seidman in Washington, DC.
1963-1968
Worked as staff accountant for a local CPA firm.
Memberships and Designations:
- CPA, CFP®
- Member of AICPA and MD and DC state societies
- Estate Planning Council of Washington , DC
Philanthropy:
- Hebrew Home of Greater Washington, former chairman of the board
- American Kidney Fund, Former Chairman of the board
Education:
- BS from Georgetown University
- Various accounting and business credits at the University of Maryland
Securities & Investment Advisory Services Offered Through H. Beck, Inc.
Member, FINRA / SIPC
Don Garner is securities licensed in MD, DC, SC, PA and FL. He is insurance licensed in MD, DC, SC, PA and FL and VA. The material is strictly intended for individuals residing in those states.
