Geoffrey Kaltenbach
Co-founder @Statera Asset Management
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WORK HISTORY
Co-founder @Statera Asset Management
Irvine, CA, US
EDUCATION
University of Southern California
English
SKILLS
ABOUT GEOFFREY KALTENBACH
Geoffrey Kaltenbach was a managing partner and a co-founder at Signature Resources, a leading financial planning firm in California. He left Massmutual after 32 years of successful leadership and growth in the financial services industry. He was responsible for overseeing the operations, compliance, growth and marketing of the firm, as well as providing financial advice to the firm\'s clients. He had over 32 years of experience in the financial services industry, with expertise in financial planning, investments, insurance, and retirement strategies. He holds multiple licenses and certifications, including insurance and securities agent, registered principal, and investment advisor. He also co-founded and owner of Signature Resources Capital Management, LLC, a Registered Investment Advisor that offers asset management solutions to high-net-worth individuals and institutions.
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