I'm Geoff Curran

Wealth Advisor, CPA/ABV, CFA®, CFP®

Greater Seattle Team

  • Bachelor of Science in Business Administration from the University of Tulsa with a major in finance and minor in accounting

  • Executive MBA from Quantic School of Business and Technology

  • merriman-icon-tick-circle

    Certified Public Accountant, CPA

  • Accredited in Business Valuation, ABV®

  • Chartered Financial Analyst®, CFA®

  • CERTIFIED FINANCIAL PLANNER™ professional, CFP®

Geoff Curran_secondary_1420

About Geoff

Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.

Questions? Email Geoff

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