Geoffrey James Passehl, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor

Passehl Financial Services


When I graduated from the University of Pennsylvania, I knew I wanted a career that would satisfy my entrepreneurial spirit as well as bring value to others lives. For over 20 years, I have worked to provide comprehensive wealth management strategies for our clients to guide them towards achieving financial clarity and security to ultimately live the life they desire.

Our work starts by helping you define everything you are trying to accomplish with your wealth, with a high degree of specificity.  When I meet you, I want to get to know who you are, what you love, and your personal and professional goals. The steps taken by our expert Team to thoughtfully guide a client through a process, provide them clarity, strength and financial security with honesty and integrity is my passion.

I have several professional designations including, CLU®, ChFC®, CASL® & RICP®. I am a Wealth Management Advisor, Estate & Business Planning Specialist, Life Specialist, Fee-Based Planner and District Director for& the Philadelphia Office.


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