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Geoffrey Forcino named one of the Top Retirement Plan Advisors Under 40 for the Second Year in a Row

| April 16, 2018
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Geoffrey Forcino named one of the Top Retirement Plan Advisors Under 40 for the Second Year in a Row.  

Geoffrey Forcino Named to NAPA’s 2018 Class of “Young Guns”, the Top Retirement Plan Advisors Under 40 (click to view PDF)

King of Prussia, PA, (April 16, 2018) - The National Association of Plan Advisors (NAPA) is pleased to acknowledge Geoffrey Forcino of Kathmere Capital Management as one of NAPA’s 2018 Top Retirement Plan Advisors Under 40. He also received this recognition in 2017.

Established in 2014, the list is drawn from nominations provided by NAPA Firm Partners, vetted by a blue ribbon committee of senior advisor industry experts based on a combination of quantitative and qualitative data, and voted on by thousands in the retirement plan industry.  These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry. More than 500 of the nation’s leading advisors were nominated for this year’s award.

Geoff leads the 401(k) and Retirement Plan Division at Kathmere. He has been working in the corporate and non-profit retirement industry since his graduation from James Madison University. Geoff and his team have been dedicated to enabling companies to manage their retirement programs with minimal effort, while addressing fiduciary responsibilities, and empowering employees to achieve retirement readiness.

“In a vibrant and growing industry, this ’next generation’ of retirement plan advisors has already made significant contributions,” observes Nevin Adams, NAPA’s Chief of Marketing & Communications, and editor-in-chief of NAPA-Net.  “We are pleased to be able to acknowledge their contributions, as well as the firms that support their efforts.”

“As a firm, we are very proud to see Geoff honored for a second year in a row as one of the national winners of this award,” said Michael McDermott, President of Kathmere Capital Management.  “Having worked with Geoff now for the last 13 years, I have seen firsthand the commitment he has made to our clients and to his own development as an expert in retirement plans. 

The Top 75 Retirement Plan Advisors Under 40, including Forcino, will be featured in the Summer issue of NAPA Net the magazine, and honored this week at the 2018 NAPA 401(k) Summit in Nashville, April 15th-17th.

About Kathmere Capital Management

Kathmere Capital Management is an independently owned wealth management firm focused on providing investment advisory, financial planning, and retirement consulting services to individuals and corporations. For more information, visit

About NAPA:

More information about National Association of Plan Advisors is available at


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