Geoff Roush, a compassionate financial advisor for the Central California team, presents himself with authenticity and a sincere commitment to his clients’ financial well-being. He serves as an added member of your retirement plan service team, supporting you and your employees through personalized financial strategies tailored to meet your unique needs and goals.

Geoff had a successful 10-year stint in RV sales and finance. His journey from RV sales, where he achieved top-ranking status and earned numerous awards as both a sales associate and finance manager, has seamlessly transitioned him into his current role as a financial advisor. Excelling in the RV industry honed his ability to understand clients’ needs and provide tailored financial solutions. The skills acquired, such as effective communication, problem-solving, and financial acumen, have proven invaluable in guiding individuals toward their financial goals.

As a financial Advisor, Geoff holds a CPFA®, C(k)P® designation, and a Series 65 license registration with WELLth Advisory Services, showcasing his commitment to professional growth.

Married for over a decade to his wonderful wife, Ann-Marie, Geoff is a proud father of three amazing children and adoring grandfather to a precious granddaughter. Beyond the world of finance, Geoff continues to find solace in his love for golf, reflecting his commitment to balance and fulfillment in both professional and personal spheres.