Geoff has over two decades of experience in the financial services industry. Prior to founding Investment Research Partners in 2019, Geoff spent 15 years as the CIO of Abundance Wealth Counselors. Geoff has earned the Accredited Investment Fiduciary (AIF®) designation, graduated with honors from the Central Atlantic School of Trust and Investment Management, and is currently working toward the Certified Private Wealth Advisor® certification.
Memberships:
Fund The Change
Fund The Change