Portland Community

Geoff Koepp

Member since: Jan 02, 2008
Last activity: Oct 08, 2009

Geoff's network

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

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 work with clients to holistically approach their finances. Too often we only work with specialist in one area and don't realize what opportunities we are missing right where we are. Are you coachable? Are you willing to learn? Are you to busy to really focus on what needs to be handled financially? Are you confused and don't know what steps to take next? Afraid you'll make a big mistake with your money and ruin your future? Let's visit and see what we can do to impact that!

As a financial planner, I believe success should be measured not just...[more]

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

  • Live Webcast: http://budgeting-investing.ameriprise.com/budgeting-and-forecasting/weathering-a-volatile-market/join-live-webcast.asp

    Live webcast - November 11, 7 p.m. ET/6 p.m. CT Questions, Answers & Actions for Unprecedented Times: Making sense of what the current markets and...[more]

    Updated Oct 31, 2008

What Geoff needs now

  • I am looking for anyone who's read Atlas Shrugged. I really want to connect with you! Lets catch a coffee.

    I am looking for introductions...[more]

    Updated Aug 20, 2009

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: Oct 08, 2009
  • Profile last updated: Oct 08, 2009
  • Member since: Jan 02, 2008