Geoffrey advises individuals and their families, both locally and across the country, on investment planning issues relating to
Alternative Investment Strategies and Personalized Investment Planning. His work involves customized plan development in the areas of
Portfolio Management, Retirement Planning, Estate Investment Planning and Insurance*.
Geoffrey has over 25 years of financial and investment planning experience with the Boston Company, Prudential Ins., Prudential Preferred Financial Services, Prudential Securities, Wachovia Securities and Wells Fargo Advisors.
Geoffrey has received recognition for his accomplishments. Geoffrey has been recognized as a Premier Advisor from 2007-current (2022); the Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, businesss production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Geoffrey graduated from Merrimack College, in North Andover, MA with a degree in Finance. He joined The Boston Company in 1992 and worked as a mutual fund custodian for two years. In 1995, Mr. King founded the King Financial Group. He is a Financial Advisor has earned the professional designations of
CFP® (CERTIFIED FINANCIAL PLANNER™),
CLU® (Chartered Life Underwriter
®),
ChFC® (Chartered Financial Consultant
®) and
CMFC® (Chartered Mutual Fund Counselor
sm). As a CFP
® certificant, Geoffrey has taken the extra step to demonstrate his professionalism by submitting to the rigorous CFP
® certification process that includes demanding education, examination, experience and ethical requirements. Geoffrey is an active member of the Orange County Financial Planning Association.
CA Insurance License 0B55662. Resident State CA.