Geoff Koepp

Geoff Koepp, CRPC®, CIS®, CPFA® – Financial Planner & 401(k) Specialist

With over 20 years of experience in financial planning, Geoff Koepp is dedicated to helping individuals and businesses navigate their financial futures with confidence. As a Certified Retirement Planning Counselor (CRPC®), Certified Investment Specialist (CIS®), and Certified Plan Fiduciary Advisor (CPFA®), Geoff brings a wealth of expertise to his clients, ensuring they receive tailored strategies that align with their goals.

Geoff has worked with Osaic Wealth, Inc. and previously held positions at Ameriprise Financial, Inc., providing comprehensive financial planning services, portfolio management, and pension consulting. His approach is rooted in education and empowerment, helping clients make informed decisions that lead to financial security.

Beyond financial planning, Geoff is passionate about helping clients overcome procrastination when it comes to their financial future. He believes that having a clear financial roadmap is essential for making confident decisions. Through his articles and interviews, he shares timely financial insights to ensure clients stay ahead in their planning.

Whether you're planning for retirement, managing investments, or optimizing your 401(k), Geoff is committed to delivering personalized solutions that make a lasting impact.