Garrett Climo

Planning Associate

Garrett joined Milestone Financial Planning, LLC, in 2022 as an intern. In 2024, Garrett earned his Bachelor of Science in Finance, summa cum laude, from Providence College. He is also a member of the Beta Gamma Sigma, an international business honor society for the top 5% of business school programs across more than 190 countries. Upon graduating, Garrett joined the Milestone team full-time as a Planning Associate. 

Garrett resides in Billerica, Massachusetts, where he enjoys working out, playing hockey, and watching all Boston sports teams. He also loves trying out new restaurants with his friends and family. 


Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation and advice for all of your financial questions.