James E. Garr, MBA, ChFC®, CLU®
Director of Retirement and Income Distribution Planning
James E. Garr, MBA, ChFC®, CLU® is an LPL-registered representative with Three Cord True Wealth Management Group.
He heads the firm’s Retirement and Income Distribution Planning Group. Mr. Garr serves 60 corporate clients, many owned by entrepreneurs in such niche fields as forestry, engineering, construction, health care, manufacturing and non-profit service.
His mission is to help individuals save for retirement and assist their employers in offering competitive compensation for recruiting and retention as well as determining optimal amounts of contributions to qualified retirement plans. He is adept at advising CEOs on how to prioritize and make often-difficult decisions on the features, costs and benefits of their employee benefits plans, and is a technician in helping clients’ processes run smoothly. Among his professional specialties is 401(k) plans.
Before joining Three Cord True Wealth Management Group, Mr. Garr served for two decades as a qualified plan specialist with the Pittsburgh office of a large insurance and financial planning firm headquartered in France. In this role, he focused on clients with pension plans, primarily micro companies of 300 or fewer employees, and was their trusted go-to expert as a trouble-shooter and liaison with actuaries and administrative record-keepers.
He currently holds Series 6, 7, 63 and 65 registrations through LPL Financial.
Earlier, Mr. Garr was a corporate finance and business development specialist for Ladbroke Racing Corporation, a gaming and hospitality company in Detroit. He began his career in corporate finance with Hyatt Corporation in Chicago.
In the community, Mr. Garr is a former commissioner of the Ingomar-Franklin Athletic Association, overseeing Little League and Pony League baseball. He also raises funds for the Neighborhood Academy in Pittsburgh’s Oakland section, where he has tutored disadvantaged youth.
Mr. Garr received his master’s degree in business administration in 1988 from the University of Chicago. He obtained his bachelor’s degree in 1984 from Cornell University.
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