Geoff Keller CPWA®, CIMA®
What I do really well:
My natural empathy and concern for other’s well being is a perfect match for personal wealth planning. A plan’s success is judged not by achieving a specific investment return or adhering to the optimal blend between stocks and bonds, but rather on the clients confidence that they are on the right track.
Why I get up in the morning:
Of all the things that our country does extremely well, providing the tools and resources for individuals to plan for their financial security is not one of them. Seeing the look of relief on my clients face when they go from “hoping” to “knowing” that they have a plan that will work is the highlight of my profession.
Who I work best with:
My best client relationships are with those who know that they need to do something, but do not know who to turn to. I love educating my clients about their options and empowering them to take control of their financial future.
How I got here:
I ‘fell’ into the financial services world over 15 years ago when I began my career by helping people secure mortgages. Eventually I ended up working for one of the largest global investment management firms in the United States. Ultimately, I knew that I wanted to get back to working with clients and their families directly, which led me to join Western Retirement Consultants.
Who I really am:
I am a Colorado native who has a wanderlust fueled by curiosity and enthusiasm for exploring new locations and cultures. I love the punishing pursuit of mediocrity that is the game of golf, and the enjoyment of sharing a meal with friends and family.
CA Insurance License # 4210900