Seattle Community

Geoff Koepp

Member since: Jan 02, 2008
Last activity: 2 days ago

Geoff's network

  • Bob Dunn
  • Brenda Keomany
  • Pete DiSantis, CMC
  • Beth Buelow
  • Najat Cola
  • Sierra Faye Kennedy LMP
  • Paul Sweum
  • George Huang, M.D.
  • David Berkey
  • Amy Woidtke (woid-key)
  • Julie Hutton
  • Corbet Curfman

Mutual connections

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Geoff's associations

Geoff hasn't listed any associations or qualifications.

Atlas Planning & Wealth Mgt.

Kent, Washington 98032

2067748863

Categories:

Financial Planner

About Geoff

I have created a cool planning experience. You have to experiece it to fully understand. Lets catch a coffee and I will share my experience and why working with me will better prepare you to reach financial goals. I am not your usual stiff broker dealer type. I have a lot of fun at what I do and I enjoy seeing people reach their goals. So if you are looking for a different kind of financial experience. Lets visit.

Geoff's recent activity

Articles by Geoff

Geoff's compliments

  • Paul Sweum
    Given on Tue May 12, 2009.

    Geoff, your passion in what you do really shines...you did a great job today of letting the conversations this morning...[more]

  • Gina DuVall
    Given on Fri Sep 19, 2008.

    Geoff is such a joy to work with. He is a great listener, which I think is key for a...[more]

Geoff's locations

Kent, Washington 98032

Geoff's current promotions

  • I need people to test my new planning process!

    I have created a new planning process and am willing to let you test drive it. Give me a call and I will tell you...[more]

    Updated Oct 31, 2008

What Geoff needs now

  • I am looking for people to test drive my new planning client interface and am willing to let you give it a try just for...[more]

    Updated 1 week ago

Geoff's activity stats

  • Invited Members Invited 1 member
  • Referrals sent 8 referrals given
  • Referrals received 1 referral received
  • Biztalk posts 1 Biztalk post
  • Biztalk comments 3 Biztalk comments
  • Events attended 37 events attended
  • Events hosted 3 events hosted
  • Articles published 1 article published
  • Sponsorships given 0 sponsorships given (5 remaining)
  • Last activity: 2 days ago
  • Profile last updated: 4 days ago
  • Member since: Jan 02, 2008