Geoffrey S. Cable MS, CFP®
Geoffrey Cable is a D360 Wealth Advisor, Managing Director and Senior Executive Partner at Destination Wealth Management. He has been in the financial services industry since 1989.
Prior to joining Destination, Geoff worked for a national financial education company facilitating presentations on financial planning topics, including investing, retirement planning, debt management, and income taxes. He has also provided wealth management services at Merrill Lynch, and for corporate executives and small business owners at The Bank of New York.
Geoff specializes in helping clients with their investment goals as well as providing comprehensive financial planning strategies, such as planning for retirement, educating children, risk management, and minimizing income taxes. Geoff believes that educating his clients to better understand their goals will increase their probability of achieving them.
Geoff was born and raised in New York and has lived in the Bay Area since 1999. He earned a BS in Finance and Accounting from Siena College and an MS in Financial Planning from Golden Gate University. He obtained the CERTIFIED FINANCIAL PLANNER® certification in 1996, and his writings have appeared on CNBC.com.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification, please refer to the disclosure page on our website at www.destinationwm.com/disclosures.
