Kathmere Capital Management
Geoff Forcino, CPFA®, AIF®, is a Principal at Kathmere Capital Management, where responsibilities include chairing the firm’s 401(k) & Retirement Plan committee and serving on the Compliance Committee since April 2016. Prior to this role, Geoff was a Partner at The Philadelphia Group from December 2004 to April 2016, focusing on personal wealth management, 401(k) plan consulting, and insurance brokerage. Geoff holds a degree from James Madison University, earned between 1999 and 2004.
This person is not in any teams
This person is not in any offices
Kathmere Capital Management
We are an elite team of Private Wealth Advisors who collectively serve as our client’s personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work with, you’d rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That’s where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.