Geoffrey H. Owen,  CFP<sup>&reg;</sup> - Financial Advisor

Geoffrey H. Owen, CFP®

CDFA®, RLP®

Sr. Wealth Advisor

GreerWalker Wealth Management

227 West Trade Street, Suite 1100
Charlotte, NC 28202
FINANCIAL ADVISOR'S WEBSITE
(704) 353-8258 CONNECT WITH Geoffrey
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General

Geoffrey Owen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GreerWalker Wealth Management in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

GreerWalker Wealth Management is an RIA-only firm consisting of three wealth managers, one director of financial planning, and three support staff.  Members on our team have CFP and CPA designations as well as other industry related education.  In addition, we are at various stages of completion in life planning certification.  We collectively manage over $400 million on behalf of our clients.

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Financial Advisor Experience

Geoff has been licensed since 1994 and served in various capacities within the financial industry and also his own family operated business.  He joined GreerWalker in 2016 for the opportunity to focus on clients in an independent RIA environment and to introduce his clients to a truly team-oriented approach.  He continues to assist individuals and families, people experiencing life events such as divorce, and small businesses for a myriad of their needs.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: SC
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ® , CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources