Geoff Garfield
Long Term Care Knowledge Apostle -- Personal Risk Mitigation
- Role
- Long-term Care Insurance Specialist at Acsia Partners L Independent at Acsia Partners
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
About Geoff Garfield
Spent more than 2 decades in personal financial planning and asset management. Very…
Experience
Long-term Care Insurance Specialist at Acsia Partners L Independent
Apr 2025 — Present
Advise organizations and individuals of their long-term care entitlements and options, provide solutions to concerns including asset preservation and maintaining independence, clarify state and federal incentives and guarantees; clarify misconceptions and uncertainties, unbiased and objective side by side comparisons and recommendations based on working with hundred\'s of people and different situations.
Skills
- Series 63
- Mutual Funds
- Asset Allocation
- Asset Managment
- Retirement Planning
- Valuation
- Investment Banking
- Financial Analysis
- Equities
- Due Diligence
- Hedge Funds
- Asset Management
- Capital Markets
- Series 7
- Finance
- Family Office
- Bloomberg
- Strategic Planning
- Wealth Management
- Financial Services
- Financial Advisory
- Strategic Financial Planning
- Portfolio Management
- Mergers
- Investments
- Alternative Investments
- Private Equity
- Financial Modeling
- Securities
- Estate Planning
- Fixed Income
- Management
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