Geoff Sargeant, CFP®
Designations and Licenses
Geoff is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Geoff provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Geoff was a senior relationship manager at Lazard Asset Management. Before that, he served as a senior wealth advisor at Calamos Wealth Management, where he also co-managed the New York City office.
Geoff has a Bachelor of Science in Business Administration from Bucknell University.
Away from the office, Geoff enjoys golf and being a dad to his three kids. He is a board member of the ASCAP Foundation.