Geoff Laroche
Financial Advisor @Preisz Financial
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WORK HISTORY
Financial Advisor @Preisz Financial
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
Portland State University
MBA
Lafayette College
Bachelor of Arts Engineering (AB Eng)
SKILLS
ABOUT GEOFF LAROCHE
Financial Advisor at PREISZ Financial
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