Geoff Gaggs

In by Mission Wealth

Geoff Gaggs Mission Wealth

Geoff Gaggs

MS, CFP®

Partner and Client Advisor


Geoff Gaggs Mission Wealth

Geoff Gaggs

MS, CFP®

Partner and Client Advisor

“I love what I do because I help people every day. My goal is to guide people so they feel confident with their financial choices and secure with their finances.”

Role at Mission Wealth

Geoff Gaggs is a Partner and a Client Advisor for Mission Wealth. It is the responsibility of Mr. Gaggs to ensure the highest level of service and attention is consistently delivered to clients of the firm. Mr. Gaggs specializes in servicing clients undergoing retirement, business owners, accountants, and family members with special needs.


Contact Information

Team Location: Santa Barbara

Department:

Advisory Team, Partner Group

Professional Background

With over 20 years of financial experience, Geoff is a noted public speaker on financial-related issues for various Southern California organizations and has been seen on ABC affiliate, KEYT Television. Mr. Gaggs has also been quoted in various publications such as Money Magazine, the Santa Barbara News-Press, and Coastal Woman Magazine.


Geoff has a Bachelor of Science in Business Finance from California State University Northridge, as well as a Master of Science in Financial Planning with honors from the College for Financial Planning.

Credentials

Personal Pursuits

Geoff is native to Santa Barbara and lives there with his wife and two sons. Geoff is a sports enthusiast who enjoys participating in many activities such as running and hiking. Geoff also loves being an active dad by helping as a volunteer coach and playing any sport under the sun with his kids.


Geoff is a Member of the Estate Planning Council of Santa Barbara, Member of the Financial Planning Association (FPA), Past member and board member of the Estate Planning Council of Ventura County, Past member of Toastmasters International, Volunteer coach and/or provide other support to the Santa Barbara Soccer Club, Volunteer at the Page Youth Center, Volunteer at the YMCA


Spotlight on Geoff Gaggs

In this interview from March 2018, Geoff tells us a little about his outlook on life. We also learn about his enjoyment of sports with his kids, travel and wine.


Geoff Gaggs
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