|
Vice President, Certified Financial Planner™
Registered Representative
Geoff Solomon has been in the financial services industry since 1980. As a Certified Financial Planner™, Geoff is well versed in a wide spectrum of financial planning issues and guides his clients toward making sound investment decisions.
Managing approximately $160 million and as guardian of his clients’ financial assets, Geoff emphasizes education on retirement planning matters by regularly speaking on how to overcome the emotional roadblocks of successful investing. “We all want a financially sound retirement; that’s the goal,” says Geoff. “All too often, an investor’s emotions take control during times of stress, whether the stress is the result of excitement or fear. Investment decisions rooted in emotion can cost a lot of money. The HORAN team provides innovative and prudent solutions for clients to minimize volatility.” Geoff specializes in portfolio management in the areas of financial and retirement planning for individuals and small businesses.
In 2011, Geoff received the Five Star: Best in Client Satisfaction - Wealth Managers distinction from Cincinnati Magazine for the fourth consecutive year.
- International Board of Certified Financial Planners
- International Association of Financial Planners
- FINRA Series 7 and 63 registrations
- Life, Accident & Health Insurance and Variable Annuity license
- Xavier University - B.S.B.A Accounting
- University of Cincinnati - M.B.A. Finance
|