Geoff Laroche MBA, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional
With more than 20 years of experience in the financial services industry, Geoff largely works with successful professionals who seek a simpler and more productive financial life. He strives to serve as an advisor clients can trust to manage their assets and help them with the many financial decisions they face. Prior to joining the Preisz Financial team in 2013, he worked as a financial advisor with Smith Barney and Ameriprise Financial. Geoff is also a member of the internal Preisz Financial Investment Committee.
Born in Toronto, Canada and raised in Washington D.C., Geoff settled in Oregon more than 25 years ago. A true outdoorsman, he is an Eagle Scout, assists with the Boy Scouts and Cub Scouts, and actively volunteers with Mazamas, a local outdoors club. He enjoys a life of adventure with his family, hiking, camping, climbing, surfing, skiing, and more. When not at work or enjoying the outdoors, he enjoys playing guitar.
Specialties:
- Retirement Planning Strategies
- Education Planning Strategies
- Estate Planning Strategies
- Investment Management'
- Life, Disability, and Long Term Care Insurance
Education
- Master of Business Administration, Portland State University
- Bachelor of Arts in Engineering, Lafayette College
Certifications & Designations:
- CERTIFIED FINANCIAL PLANNER®
Licenses:
- FINRA Series 7 and 63 registrations held through LPL Financial
- FINRA Series 65 registration held through Preisz Financial
- Life and Health Insurance licenses in Washington and Oregon
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.