Retirement Plan Consultant
Geoff brings over 20 years of experience to Retirement Benefits Group in the trading and sales of U.S. money market, Treasury, municipal, derivative and domestic equity markets. He was previously a managing partner at the WealthHarbor Capital Group, specializing in the design and construction of open architecture 401(k) plans and portfolio management, and the chief investment advisor for the Capital Retirement Group. In addition, Geoff has traded municipal bonds at JJ Kenny, ran the FRA-Interest rate swap/arbitrage desk at Tradition North America in Los Angeles, and traded fixed income securities for Lehman Brothers in New York.
Geoff resides in Thousand Oaks, CA with his wife and three children. His main interests are family, most sports (lacrosse, snowboarding, swimming, tennis, football, golf and on and on), news and information and pretty much any beach.
Geoff earned a Bachelor of Arts in Business Administration from Roanoke College in Salem, VA and an MBA in Finance and International Business from Loyola Marymount University in Los Angeles. He holds FINRA Series 7, 52, 55, 63 registrations with Triad Advisors and 66 registrations through both Triad Advisors and Resources Investment Advisors. He also holds his California Life, Health and accident insurance license and the Accredited Investment Fiduciary (AIF) designation
CA Insurance Lic# 0G96273
- Retirement Plan Management