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Geoff Waters, CFP® - Email & Phone Number

Regional Director Senior Vice President at Alpha Cubed Investments, Llc

Geoff Waters, CFP® is based out of Irvine, California, United States and works at Alpha Cubed Investments, Llc as Regional Director Senior Vice President.

Geoff Waters, CFP®'s Contact Information

Latest update
April 26, 2024
Location
Irvine, California, United States

Geoff Waters, CFP®'s Work History

Regional Director Senior Vice President
Alpha Cubed Investments, LLC
Aug 2023 - Present
Vice President, Branch Leader at Fidelity Investments
Fidelity Investments
Dec 2021 - Present
Vice President - Regional Planning Consultant
Fidelity Investments
Oct 2018 - Dec 2021
Regional Vice President - Managed Solutions
Fidelity Investments
Sep 2014 - Oct 2018
Vice President - Financial Consultant
Fidelity Investments
Jan 2007 - Sep 2014
Vice President - Regional Planning Consultant
Fidelity Investments
Jan 2005 - Jan 2007
Financial Consultant
Fidelity Investments
Mar 2001 - Jan 2005
Financial Representative
Fidelity Investments
Sep 1999 - Mar 2001

Geoff Waters, CFP®'s Education

Bachelor of Science - BS
1992 - 1997

Geoff Waters, CFP®'s Skills

Finance Consulting
Strategic Planning
Financial Planning
Public Speaking
Team Leadership
Coaching

Geoff's current employer

Alpha Cubed Investments, Llc logo

Alpha Cubed Investments, Llc

Description
Alpha Cubed Investments is an independent, SEC-registered investment advisory company. The firm offers income, balanced, and growth portf...
HQ Location
Irvine, CA, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Geoff Waters, CFP®

What company is Geoff Waters, CFP® working for?
Geoff Waters, CFP® works for Alpha Cubed Investments, Llc.
What is Geoff Waters, CFP®'s function at Alpha Cubed Investments, Llc?
Geoff Waters, CFP® is Regional Director Senior Vice President at Alpha Cubed Investments, Llc.
Where is Geoff Waters, CFP® based?
Geoff Waters, CFP® is based out of Irvine, California, United States.
Who are Geoff Waters, CFP®'s co-workers?
Geoff Waters, CFP®'s colleagues are Todd Walsh, Geoff Waters, Steven Ford, Tammy Lee, Simon Chung, Don Garcia, Michael Middendorf, Jared Oren, Tony Jabczenski, Ken Peterson, Christina Conatser, Glendon Trullinger, Connor Keim, Shane Whippo, Jared Bergstrom.
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Geoff's co-workers

Todd Walsh avatar
Todd Walsh
Chief Executive Officer
Geoff Waters avatar
Geoff Waters
Regional Director Senior Vice President
Steven Ford avatar
Steven Ford
Senior Vice President
Tammy Lee avatar
Tammy Lee
Wealth Advisor, Senior Vice President
Simon Chung avatar
Simon Chung
Vice President
Don Garcia avatar
Don Garcia
Vice President, Investment Advisor Representative
Michael Middendorf avatar
Michael Middendorf
Senior Vice President, Investment Advisor Representative
Jared Oren avatar
Jared Oren
Director Of Financial Planning
Tony Jabczenski avatar
Tony Jabczenski
Managing Director
Ken Peterson avatar
Ken Peterson
Senior Financial Planner
Christina Conatser avatar
Christina Conatser
Chief Compliance Officer
Glendon Trullinger avatar
Glendon Trullinger
Chief Investment Officer
Connor Keim avatar
Connor Keim
Portfolio Associate
Shane Whippo avatar
Shane Whippo
Portfolio Associate
Jared Bergstrom avatar
Jared Bergstrom
Wealth Manager
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