Geoffrey Waters, CFP^®

Designations and licenses

Geoff is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Geoff provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Geoff served as a national director, where he oversaw business development efforts nationwide. In this role, he led a team of regional business developers and coached wealth managers to strengthen client relationships and drive client success.

Geoff has a bachelor’s degree in finance from East Carolina University.

Personal interests

Away from the office, Geoff lives in San Clemente, California, with his wife and two daughters. Much of their time is spent supporting their daughters’ activities and enjoying barbecues with family and friends. Geoff leads an active lifestyle that includes working out, mountain biking, paddleboarding and snow skiing. He also enjoys reading about history, politics and economics.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.