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Geoff Gaggs Location
Santa Barbara, CA, US
Geoff Gaggs Work
2008 -now Partner | Senior Client Advisor @
2004 -2007 Director of Client Relations @
2000 -2004 Senior Financial Consultant @
1995 -2000 Associate Financial Consultant @
Geoff Gaggs Education
College for Financial Planning
MS (Financial Planning)
2004-2006
College for Financial Planning
(Certified Financial Planner (CFP) Prerequisites)
1997-1999
California State University, Northridge
BS (Business - Finance)
1991-1994
Geoff Gaggs Summary
Geoff Gaggs, based in Santa Barbara, CA, US, is currently a Partner | Senior Client Advisor at Mission Wealth. Geoff Gaggs brings experience from previous roles at Mission Wealth and Mercer Advisors. Geoff Gaggs holds a 2004 - 2006 MS in Financial Planning @ College for Financial Planning. Geoff Gaggs has 3 emails and 2 mobile phone numbers on RocketReach.
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