Meet the Team
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Meet the Team

Robert J. Garner

Rob is the founder and co-owner of Garner Financial Management. After a successful career in the container leasing industry, Rob decided to follow his passion and embarked on a second career in investment management. Rob has been actively managing client assets for the last 23 years.

Rob is a NAPFA Registered Financial Advisor, holds the Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC) designations, both earned from the College for Financial Planning in Denver, Colorado. He also completed the financial planning professional education program from the College for Financial Planning and has earned the Series 7 and 63 licenses. Rob received his Bachelor of Arts (B.A.) degree from the University of California at Berkeley.

Rob has volunteered his time at numerous community and professional organizations over the years, to include serving as a Board Trustee and Chairman of the Investment Committee for the Alta Bates Summit Hospital Foundation. He also served as the City Treasurer for the City of Orinda from 2000-2009. Rob is currently the President of the NAPFA West Region Board of Directors.

During his spare time, Rob enjoys spending time with his wife, their two children and four grandchildren. He also enjoys jogging, playing golf and collecting wine. 

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Blair J. Garner, CFA, CFP

Blair is an investment advisor and co-owner of Garner Financial Management. Blair received an M.S. with honors in Financial Analysis and Investment Management from St. Mary’s College of California. He holds the Chartered Financial Analyst®(CFA) and Certified Financial Planner®(CFP) designations. Additionally, he is a NAPFA Registered Financial Advisor and he has earned the Chartered Mutual Fund Counselor(CMFC) and Chartered Retirement Planning Counselor(CRPC) designations from the College for Financial Planning in Denver, Colorado.

Prior to joining the firm, Blair served as an officer in the United States Marine Corps for over a decade. During that time, he served as a helicopter pilot with collateral duties as an operations officer and instructor.  

When not at the office, Blair enjoys spending time with his wife and three children and when time allows he enjoys restoring classic cars. Additionally, Blair continues to serve as a Lieutenant Colonel in the United States Marine Corps Reserve

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Amy A. Cooke, MBA

Amy is a Registered Paraplanner℠, receiving her designation from the College for Financial Planning in Denver, Colorado.  Prior to joining GFM, she worked in banking and financial services for many years as a credit and enterprise risk management professional.  Amy received her BS in Finance from Rutgers University and her MBA, with a concentration in Management Information Systems, from Seton Hall University.

In her free time, Amy enjoys spending time with her husband and son.  She also enjoys running, biking and skiing.

Christina R. T. Garner

Christina is a Registered Paraplanner℠ and a National Social Security Advisor®. Her primary focus is helping clients determine the optimal way to file for Social Security benefits based upon their individual needs and priorities.  Prior to joining GFM she was in hospitality management and an educator.  Christina received her Bachelor of Arts from California State University, San Marcos. 

During her time away from the office, Christina enjoys spending time with her husband and keeping up with her three children.  Additionally, she enjoys running, and cooking.

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