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  • Syracuse, NY Rockbridge Investment Management

Geoff Wells, CFP ®

How I got here:

“My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.”

Favorite part of the job:

“I really enjoy helping people simplify their financial lives. I am always amazed at the number of different accounts that can accumulate over time.”

Experience:

LinkedIn Profile

Education:
  • CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University
  • Finance (M.S.) and MBA, Kelley School of Business, Indiana University
  • Mechanical Engineering (B.S.), University at Buffalo
Professional Organizations:
  • Financial Planning Association of CNY
Beneath the Surface:

Geoff and his wife Amanda live in Clay with their newborn daughter, Norah, and their two dogs, Dexter and Huxley. In his free time, he enjoys competitive swimming, golf and skiing. Geoff has 8 siblings, including 7 younger adopted brothers and sisters.

Contact

Call 315.671.0588 or email gwells@rockbridgeinvest.com.

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