Geoff Fellows, Fellows Wealth Management
– The Sharkpreneur podcast with Seth Greene Episode 420 Geoff Fellows
Geoff Fellows had a 20+ year career in corporate America, rising to the rank of CFO at a nearly $1B credit card processor and eventually taking over as a Divisional President.
Retiring in 2011 he focused on giving back to the community, serving on a number of community nonprofit boards. For the last seven years he has been Captain of his local volunteer fire crew, all while running Kona’s Half Ironman 2 times.
In 2013 he launched his 2nd career as a wealth manager and now runs Fellows Wealth Management, a boutique family office is Southern California offering tax, legal and wealth management services all under one roof.
Geoff has been recognized as a 2020 5 Star Wealth Manager as identified in Forbes and the Wall Street Journal and his first book Fiscally and Physically Fit is due out July 2020.
Listen to this informative Sharkpreneur episode with Geoff Fellows about serving families with tax and estate planning.
Here are some of the beneficial topics covered on this week’s show:
● Why small businesses and families need retirement plans in place.
● How small business owners need to know that it’s okay for them to retire.
● Why businesses need to plan for their financial future to avoid losing money.
● How people aren’t maximizing the amount of money they put towards retirement.
● Why financial planning is a marathon, not a sprint.
Connect with Geoff:
Guest Contact Info
facebook.com/FellowsWealthManagement
Linkedin.com/in/geoffery-fellows-11b615
Links Mentioned:
fellowswealthmanagement.com
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