23 Mar Geoffrey Forcino, CPFA®, AIF®
Geoff is a Principal at Kathmere Capital Management. He has been in the wealth management industry for 17+ years.
As a Principal of the firm, he is an experienced wealth management and retirement plan advisor to a select group of organizations and families. He chairs the firm’s 401(k) & Retirement Plan committee. In addition, he sits on the firm’s Compliance Committee.
Geoff graduated from James Madison University as a member of the golf team. Geoff has earned both the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA™) designation. In 2017 and 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. Also, in 2020 he was named to the top 401k advisers by the Financial Times.
Geoff is active in the community and involved with many charities. He is a board member of the Construction Financial Management Association (CFMA) Philadelphia Chapter.
He enjoys spending time with his family, watching and coaching his daughters’ sports teams, traveling, and playing golf. Geoff and his wife, Lindsay, live in Malvern, PA with their two daughters.