| Location: | Walnut Creek, CA, 94597 |
| Experience: | 20+ years of experience |
Minimum portfolio requirement
(including stock grants): | At least $500,000 |
| Credentials/Education: |
CFP: Certified Financial Planner
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| Other Certifications: | AAMS - Accredited Asset Management Specialist |
| Fee structure(s): | Fee only
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| Services offered: | Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
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| Practice and Approach |
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Geoff is a Certified Financial Planning Practitioner with over 20 years of relevant industry experience. His specialty is working with current and former corporate executives and the complex issues faced by these individuals and their families. Common characteristics of this population include matters related to equity compensation; high marginal income tax brackets; exposure to the Alternative Minimum Tax; complex executive benefit programs, and limited ability to transact company stock. |
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