Headshot of Geoffrey James Passehl

Geoffrey James Passehl, CLU®, ChFC®, CASL®, WMCP, RICP®

Founder & Wealth Management Advisor

For over 20 years, Geoff Passehl has been guiding successful business owners and executives towards financial clarity and security so they can live the life they desire and leave a lasting legacy. Utilizing a holistic planning model, he guides his clients with the thoughtfulness, innovation, and attention to detail they deserve.

Before making any recommendations, Geoff takes the time to get to know his clients, what they care about, and what they hope to accomplish personally and professionally. Only then can he help them align their wealth with their values and get on the right path to achieve their goals.

Education

After graduating from the University of Pennsylvania, Geoff became a financial advisor because knew he wanted a career that would satisfy his entrepreneurial spirit while bringing value to other’s lives. In order to best serve the needs of his clients, he continued his financial education by earning several advanced designations from the American College of Financial Services in Bryn Mawr, PA.

  • Certified Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Retirement Income Certified Professional (RICP®)

Expertise

As Wealth Management Advisor, Geoff specializes in:

  • Holistic financial planning
  • Business planning
  • Estate planning
  • Succession planning
  • Retirement planning
  • Asset preservation
  • Charitable giving

Personal

Geoff resides in New Jersey with his wife, Lori, and their three children, not far from their office in Center City Philadelphia. In his free time, he enjoys coaching his children's soccer teams, spending time with friends and family, and serving the community through a variety of great organizations.

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Geoffrey J. Passehl, WMCP®, ChFC®, CLU®, RICP®, CASL®
Wealth Management Advisor


Passehl Financial Services

 

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