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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 daughters Norah (2) and Ava (born 4/20/17).  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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