Kevin Geiger Email & Phone Number
Co-Owner and Financial Strategist @ Geiger Investments
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Kevin Geiger Location
- Mount Pleasant, SC, US
Kevin Geiger Work
- Co-Owner and Financial Strategist @ (June 2017 - Present)
- Advisory Board Chairman @ (November 2021 - November 2022)
- President @ Capital Street Wealth Mangement (June 2001 - March 2018)
Kevin Geiger Education
- Southern Illinois University, Carbondale
Business Administration and Management (General)
Kevin Geiger Skills
- 401k
- 401k Rollovers
- Business Owner & Executive Planning
- Business Retirement Plans
- Client Relationship Leadership
- Cross-Disciplinary Financial Collaboration
- Defined Benefit
- Estate & Legacy Planning Coordination
- Estate Planning
- Financial Advisory
- Financial Analysis
- Fixed Annuities
- Fixed Income
- High-Net-Worth Individuals (HNWI)
- High-Net-Worth Insurance
- High-Net-Worth Wealth Strategies
- Investment Strategies
- Investments
- Life Insurance
- Portfolio Management
- Retirement
- Retirement Income Strategy Design
- Strategic Investment Alignment
- Tax Mitigation & Optimization
- Ultra-High-Net-Worth Client Solutions
- Series 65
- Series 63
Kevin Geiger Summary
- Kevin Geiger, based in Mount Pleasant, SC, US, is currently a Co-Owner and Financial Strategist at Geiger Investments. Kevin Geiger brings experience from previous roles at Agora Digital Holdings and Capital Street Wealth Mangement. Kevin Geiger holds a Business Administration and Management in General @ Southern Illinois University, Carbondale. With a robust skill set that includes 401k, 401k Rollovers, Business Owner & Executive Planning, Business Retirement Plans, Client Relationship Leadership and more. Kevin Geiger has 6 emails and 5 mobile phone numbers on RocketReach.
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