Geoffrey T. Koepp, CRPC®

Current

Owner & Planner at Atlas Financial Planning & Wealth Management

Past

LImited Partner at Team Resources
Financial Planner at Ameriprise Financial
Financial Planner at Ameriprise Financial Services, Inc.

11 more...

Education

Principia College
The Principia
Missouri State University

Recommended

7 people have recommended Geoffrey T.

Connections

500+ connections

Industry

Financial Services

Websites

Geoffrey T. Koepp, CRPC®’s Summary

I have a financial planning practice that specializes in working with affluent families and business owners in the NW. I have licenses in WA,AZ.

Geoffrey T. Koepp, CRPC®’s Specialties:

Alternative Investments, Networth and Income Protection Strategies, Retirement Savings and Income Planning, Long tem Care issues, Heritage Planning, Lifetime goal analysis, Debt restructuring, Tax Control Strategies, Advanced Investment Strategies, Wealth Management.

Additional Information

Geoffrey T. Koepp, CRPC®’s Websites:

Geoffrey T. Koepp, CRPC®’s Interests:

Financial Coaching, Personal Leadership and Integrity training, Professional and Social Networking and networking development, New Tech, New Comm, Beach Vacations, Snorkeling, Biking, Charity Coaching, Small Business Financial Services, Audio Books, Local Politics & Talk radio, Spurs Basketball, Cowboys, Rams, and Seahawks football.

Geoffrey T. Koepp, CRPC®’s Groups:

Bellevue Chamber of Commerce
Kent Chamber of Commerce
King County Junior Achievement
Harmony at Home Foundation
King County Long Term Care Advisory Council
Principia Club Alumni Chair