Geometric Wealth Advisors
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Geometric Wealth Advisors company description
Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers
Employee count
22
Industry
Financial ServicesCountry
United States
Company website
https://geometricadvisors.com
Key Employees
- Trevor Sarif KilleaWealth Advisor
- Tracy JohnsonPartner
- Michelle PimentelFinancial Planning Team Lead
Geometric Wealth Advisors competitors and alternatives
New team members of Geometric Wealth Advisors
Claire Nugent
Operations Specialist
Patrick Mcgough
Principal
Alison Taylor
Operations Specialist
Julie Cumming
Partner & Chief Operating Officer
Tom Mcandrews
Partner
Grace Curell Cpa Cfp
Tax Advisor