Our origin story is rooted in 15 years of experience in the financial services industry and we are based in Ann Arbor, Michigan. Founder and President of Garda Financial Group, Charlie Cook, is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Public Accountant (CPA) and a Certified Divorce Financial Analyst® practitioner.

Charlie graduated with her Bachelor of Business Administration in 2008 and Master of Accounting in 2009 from the University of Michigan Ross School of Business. Prior to founding Garda Financial Group, she served as Principal at Columbia Asset Management, worked as a tax accountant at Ernst & Young in the Financial Services Office in Chicago and New York City, and as a tax preparer at Plante Moran in Ann Arbor. Charlie’s most important job to date though, is as Mom to an energetic 8-year-old boy.

At Garda Financial Group we have the professional designations, the industry experience and the ever-important soft skills to learn about you and create an efficient financial plan and investment portfolio to support you and your family while you live the life you’ve created. We value long-term relationships and wish to serve as a fiduciary and your trusted advisor for as long as you find valuable. As your financial journey is ever-evolving, we’re here to evolve with you.

Check the background of this investment professional on FINRA’s BrokerCheck