Written by Thomas M. Geier, CPA, CFP®, PFS
My aim is to offer financial clarity and reassurance. I specialize in helping individuals and families determine what is most important in their financial lives, identify short and long-term goals, and make great choices for achieving comfort, security, and peace of mind.
I graduated from Loyola University in Baltimore, Maryland, and have been a Vice President of our investment management affiliate, Geier Asset Management, Inc, since its founding in 1999. I have over 25 years’ experience in financial planning and investment management and am licensed as a Certified Financial Planner® professional, a CPA, and Personal Financial Specialist. I am member of the Personal Financial Planning section of the American Institute of CPS’s and Florida Chapter of the Financial Planning Association. I service clients in Southwest Florida but am certified for all of Florida and the United States.
Why Choose a Certified Financial Planner® Professional?
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.”
Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process
Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
For more information, check out this helpful guide: Consumers Guide to Self Defense