Geoff has over 25 years of qualified plan experience. He has a Business and Marketing degree from Hawaii Pacific University, Honolulu, HI, and was honorably discharged from the United States Air Force. He holds his Series 6, 63 and 65 and is a Registered Investment Advisor with Qualified Plan Advisors and received the designation of PLANSPONSOR Retirement Professional (PRP), Accredited Investment Fiduciary (AIF), and Professional Plan Consultant (PPC). He was recognized as one of the Top 20 Rising Stars in the retirement plan advisory business (2008)¹ and as one of the most influential advisors in defined contribution plans by 401(k) Exchange (2010 and 2011)².
In addition to the core client service team, our process and structure provides for the integration of persons with specific skill sets as needed to provide scalability – either based on client size or complexity.
¹ “Nominees were submitted by professionals throughout the retirement plan industry and were vetted and selected by the business publishing staff. The selected individuals meet the criteria of managing at least $100 million in plan assets and demonstrating through their relationship and plan-building skills that they are likely to be trendsetters of the future.” – Retirement Plan Advisory Stars September 2008.
² ”The list is based on nominations from the industry and our editorial staff. The final list was selected based on input from those advisors nominated for the list and an analysis of objective criteria including the statistics about the advisors’ practices gathered directly from the advisors.” -401(k) Wire.com
San Francisco, CA 1390 Willow Pass Road
Concord, CA 94520
San Francisco, CA
1390 Willow Pass Road