Jeff Geraci is a financial advisor with over 30 years of financial planning experience. He specializes in helping high net-worth individuals navigate the complexities of the tech industry’s compensation packages and ensuring a smooth financial transition from military to civilian life. With a background in the military and expertise in maximizing government benefits, Jeff has a unique perspective on creating personalized financial plans that help clients achieve their goals.
Using strategies to maximize tax-free cash flow in retirement and minimize market risk, Jeff’s clients have confidence in their financial future, letting them sleep easy at night and focus on living in the present. He is always accessible with internet access and serves clients across Europe and the US. When not working, Jeff enjoys spending time with his five adult children, working out at OrangeTheory Fitness, and skiing as much as possible.