Geoff Laroche

Financial Advisor @Preisz Financial

Portland, OR, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2013 — Present

Financial Advisor @Preisz Financial

View department →

Portland, OR, US

With more than 13 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.Financial Planning is offered through Preisz Associates, A Registered Investment Advisor and separate entity from LPL Financial. Specialties:• Retirement Planning Strategies• Education Planning Strategies• Estate Planning Strategies• Investment Management• Life, Disability, and Long Term Care InsurancePREISZ Financial also provides:Group Retirement PlansGroup Health PlansBusiness Life & Disability InsuranceGeoff LaRoche is a registered representative with LPL Financial and may only discuss or transact securities business with residents of the following states: OR, WA, CA, CO, GA, TX, VA. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info” section above. Investment advice offered through Preisz Financial, a Registered Investment Advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

EDUCATION

N/A

Portland State University

MBA

N/A

Lafayette College

Bachelor of Arts Engineering (AB Eng)

SKILLS

InsuranceFinanceProduct ManagementFinancial AnalysisEngineering ManagementPortfolio ManagementInvestmentsProduct Marketing401k RolloversStrategic Financial PlanningPublic SpeakingInvestment AdvisoryRetirement PlanningBusiness DevelopmentWealth Management

ABOUT GEOFF LAROCHE

Financial Advisor at PREISZ Financial

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Geoff Laroche — Financial Advisor at Preisz Financial in Portland, OR, US | Unifers