Certified Financial Planners in Maryland
The easiest path to financial freedom is through preparation. Yet, adequately preparing for your family’s future can be an arduous journey. Because most people do not have training, expertise, or experience in financial disciplines, this vital task can be intimidating and, therefore, ignored. Let our team of Certified Financial Planners™ (CFP®) based in our Maryland office help you.
Geier Asset Management is a qualified and experienced financial advisor that can guide you throughout your career and into retirement. With a staff equipped with numerous Certified Financial Planners™, Geier can assist in a variety of financial planning areas, including but not limited to:
- Budget/Cash Flow Analysis
- Insurance Planning
- Retirement Planning
- Estate Planning
- Charitable Giving
- Education Planning
The complexity of these topics requires a comprehensive solution with a simple action plan, which Geier Asset Management’s team of Maryland-area Certified Financial Planners can provide.
About the CFP® Designation
Certified Financial Planners are licensed by the CFP Board to use the CFP mark. CFP certification requirements are:
- Bachelor’s degree from an accredited college or university.
- Completion of the financial planning education requirements set by the CFP Board.
- Successful completion of the 10-hour CFP® Certification Exam.
- Three-year qualifying full-time work experience.
- Successfully pass the Candidate Fitness Standards and background check.
From the CFP board: “Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.”
Meet Our Maryland-Based Certified Financial Planners
Thomas M. Geier, CPA, PFS, CFP®
Tom has over 25 years of experiences in the industry and graduated with a B.A. degree in accounting from Loyola University. He has been a Vice President of Geier Asset Management, Inc. since 1999.
Erich M. Imphong, CFP®
Erich has been advising clients for nearly eight years and graduated with a B.S. degree from Catholic University of America. He has been a Portfolio Analyst with Geier Asset Management, Inc. since 2006 and Assistant Portfolio Manager since 2013.
Gregory A. Palacorolla, CFP®
Greg graduated with two B.S. degrees in business and sports management from Towson and an MBA from the University of Baltimore. He was a Portfolio Analyst and Financial Planner with Geier Asset Management before his current role as Director of Wealth Management. He has over seven years of industry experience.
Choosing Geier’s Team of Certified Financial Planners
We have been planning for our clients’ futures for the past fifteen years. Whether you are beginning your career, building a family, or approaching retirement, we have the knowledge and experience to lead you in the right direction. If you are struggling to stay on budget, want to establish a college fund, or are just eager to retire, our team of Certified Financial Planners in our Maryland office can help.
Making wise financial decisions now will result in a better life for your family in the future. We have the experience, training, ability, and certification to listen to your needs, devise a successful plan, and coach you to your goals. Let us help manage your wealth effectively, so your future is clear and your financial dreams are attainable. Call us to speak with a Certified Financial Planner in Maryland today and learn how Geier Asset Management can make your financial goals a reality.
Geier Asset Management is headquartered in Marriottsville, but helps individuals and businesses with their financial planning and asset management needs throughout Maryland, including Baltimore, Columbia, Ellicott City, and the surrounding areas.