Sven Geffken, Financial Advisor located in Pacifica, CA

Financial Advisor
Sven Geffken

CFP®
1005 Terra Nova Blvd Suite 2a, Pacifica, CA 94044opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Mountain Biking
  • Pickleball
  • Hiking
  • Volunteering
  • Tennis

Team Members

  • Domenic Ciarlanti
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(650) 355-1365

Fax

(877) 296-1366

Office Address

1005 Terra Nova Blvd Suite 2a
Pacifica, CA 94044opens in a new window

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