“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 ensures that Mission Wealth’s clients consistently receive the highest level of service and attention. He joined Mission Wealth in 2000, as a strong believer in providing cutting-edge, objective financial planning and investment advice to clients.
Spotlight on Geoff
In this interview, he tells us a little about his outlook on life. We also learn about his enjoyment of sports with his kids, travel and wine.
To read about our interview with Geoff, take a look at our Spotlight on the Team: Geoff Gaggs article!
Specializations
- Professionals
- Business owners
- Retirees
- Widows/Widowers
- Divorcees
- Families with special needs
- Those who have recently received lump sums
- Trustees
Career Highlights
Credentials
Community Involvement
- 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
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.
Education
Bachelor of Science in Business Finance from California State University Northridge
Master of Science in Financial Planning with honors from the College for Financial Planning