Geoff Roush
Financial Advisor at Strategic Retirement Partners
Based in Fresno, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Fresno
Industry
Financial Services
Company size
122
Contact information
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g•••••••@srpretire.com
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Background
About Geoff Roush
Earned my Registered Paraplanner designation from the College for Financial Planning on 3/1/12. Completed course/exam #2, Fundamentals of Insurance Planning, of the ChFC, Chartered Financial Consultant, designation on 8/25/14 Completed course/exam #1, Financial Planning: Process and Environment, of the ChFC, Chartered Financial Consultant, designation on 2/26/13. Completed my Real Estate Salesperson exam on Investment advisory services offered through WELLth Advisory Services, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.
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