With more than 14 years of experience in financial planning, Geoff has helped his members build wealth, plan for their future, and take care of their family.
As the CFS financial advisor for SkyOne members, Geoff believes in our philosophy of people helping people. With a collaborative approach, Geoff takes the time to listen and understand members’ needs and tailors strategies to help them reach their financial goals. He also believes in enriching members with knowledge, providing guidance to navigate the complex world of investments and insurance, and breaking down the jargon so they can make important financial decisions with confidence.
On his approach to assisting members, Geoff said: “It’s my passion to help our members create, grow, and protect their wealth. I’m here to listen and understand their individual needs and concerns because I know that everyone thinks differently about their money.”
Geoff has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER™, meeting the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, which covers financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
He is also highly knowledgeable about federal employee benefits. As a Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) practitioner, Geoff helps members navigate the complex system of federal employee benefits, including Civil Service Retirement System (CSRS) pension, Federal Employees Retirement System (FERS) pension, Thrift Savings Plan (TSP), life and health insurance, social security, and more. Air traffic controllers’ benefits have special provisions that differ from other federal employees, and Geoff and his team are well versed in these nuances to help you choose the plans that work best for you.
In addition to serving his individual members, Geoff also provides advice regarding institutional investments.
A trained artist, Geoff also spends time creating visual art at home. He lives in Los Angeles with his wife Grace and their children, Gavin and Ginger. The family enjoys baking together among other projects. “I’ve been blessed with a wonderful wife and amazing children. My family’s support motivates me each day to be a hard-working and devoted Financial Advisor.”
Geoff is securities licensed in AK, AZ, AR, CA, CO, DC, FL, GA, HI, ID, IL, IN, MA, MD, MI, MT, NV, NJ, NM, NY, NC, ND, OH, OK, OR, SC, TX, UT, VA and WA. He is insurance licensed in CA (#0E05168), AZ, AK, AR, CO, FL, HI, ID, IL, MD, MI, NV, NJ, NM, OR and WA.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.