Geoff Meno, Financial Advisor

Financial Advisor
Geoff Meno

CFP®, CEPA®, AAMS®
2100 Westlake Ave N Suite 107, Seattle, WA 98109opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Charitable Giving
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Cooking
  • Camping
  • Triathlons
  • Coaching Sports

Team Members

  • Isabelle Lannertone
    Associate Financial Advisor
  • Kathy Burkholder
    Sr. Branch Office Administrator
  • Desiree Creswell
    Sr. Branch Office Administrator
  • Carlotta DeJulio
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(206) 283-2148

Fax

(866) 596-3485

Office Address

2100 Westlake Ave N Suite 107
Seattle, WA 98109opens in a new window

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