Director of Client Relations @ (January 2004 - January 2007)
Senior Financial Consultant @ (January 2000 - January 2004)
Associate Financial Consultant @ (January 1995 - January 2000)
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 2 emails and 2 mobile phone numbers on RocketReach.
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