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Geoffrey Forcino, CPFA®, AIF®

Geoffrey Forcino, CPFA®, AIF®

Director of 401(k) & Retirement Plan Services

Get to know Geoff:

 

Geoffrey F. Forcino leads the 401(k) and Retirement Plan division at Kathmere Capital Management. Geoff began his career in the Financial Services Industry upon graduating from James Madison University. Most recently Geoff was Partner at The Philadelphia Group where he spent the last 12 years.

Geoff and his team provide fiduciary investment services to corporate retirement plans, including 401(k), 403(b), and defined benefit plans. He is dedicated to enabling companies to run their retirement programs with minimal effort, while addressing fiduciary responsibilities, and empowering employees to create a retirement they can enjoy. Geoff also uses the similar fiduciary skills to work with individual advisory clients on all aspects of their personal planning.

Geoff is committed to advancing his knowledge and expertise through industry education. He currently holds the Accredited Investment Fiduciary (AIF) Designation from the Center for Fiduciary Studies. He also holds the Certified Plan Fiduciary Advisor (CPFA) designation. In 2017 & 2018, Geoff was named to the National Association of Plan Advisors’ (NAPA) class of "Young Guns", the top retirement plan Advisors Under the Age of 40.

Geoff and his wife, Lindsay reside in Malvern, PA with their two daughters.

 

 

 

 

The NAPA Top Retirement Plan Advisors Under 40 is an independent listing produced by the National Associated of Plan Advisors. Candidates for this award are nominated by broker-dealer and Investment Advisor partnered firms of NAPA. Nominees are then analyzed and selected as finalists by NAPA after reviewing both quantitative and qualitative data provided by the nominating firm. Finalists are then voted on by industry professionals through NAPA.