Geoffrey Johnson

Director Institutional & Retirement Plan Services @Soltis Investment Advisors

Tacoma, WA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Director Institutional & Retirement Plan Services @Soltis Investment Advisors

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Seattle, WA, US

Excited to be joining a very experienced advisor team working with Retirement Plan Clients. I will bring my 23 years of experience to clients helping with fiduciary management, investments, plan consulting, and participant services. I am passionate about helping client navigate this ever evolving space.

SKILLS

Investment AdvisoryRetirement PlanningMutual FundsAsset AllocationInvestmentsSeries 7Asset ManagementInvestment StrategiesAlternative Investments

ABOUT GEOFFREY JOHNSON

Director Institutional & Retirement Plan services with Soltis Investment Advisors.

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Geoffrey Johnson — Director Institutional & Retirement Plan Services at Soltis Investment Advisors in Tacoma, WA, US | Unifers