Geometric Wealth Advisors Information
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Geometric Wealth Advisors
Summary
Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers...Show more
Organization Website | geometricadvisors.com |
Social Links |   |
Phone Number | (202) 765-2211 |
Industries | |
Headquarters Location | 1717 K Street, Washington, District of Columbia, 20006 US |
Employees Size | 10-50 employees |
Specialties | Wealth Management, Financial Planning |
Founded | 2015 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at Geometric Wealth Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year50% for 1–2 years14% for 3–4 years21% for 5–7 years7% for 8–10 yearsDiscover More
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Geometric Wealth Advisors
Ashley Kennedy
Client Operations Team Lead & Partner
Shannen Paul
Financial Planner
Claire Nugent
Senior Financial Planner
Marc Dacanay
Chief Compliance Officer & Director of Business Operations
Julie Cumming Higgins
Partner & Chief Operating Officer
Cristina Grandjacquet Miller
Tax Associate
Alison Wellington
Client Operations Specialist
Adam Bederov
Portfolio Analyst
Dylan Goben
Business Operations Analyst
Bailey Wise
Client Operations Specialist
William Lochte
Senior Tax Associate
Jennifer Knight
Tax Team Lead & Partner
Fritzner Jean Jr
Senior Portfolio Analyst
Grace Curell
Tax Advisor
Tracy Johnson
Senior Wealth Advisor & Partner
Tom McAndrews
Senior Wealth Advisor & Partner
John Morrison
Chief Investment Officer
Daniel Stuckey
Wealth Advisor
Michelle Pimentel
Financial Planning Team Lead
Tendai Shirley
Paraplanner
Isabelle Sears
Senior Client Operations Specialist & CRM Lead
Andrew Leonard
Managing Partner
Trevor Sarif
Wealth Advisor and Partner
Alexa Schoeneborn
Financial Planner
Elisa Lundy
Financial Planning Team Lead
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FAQ
Geometric Wealth Advisors operates in the Finance industries. More details can be found on the official website: geometricadvisors.com.
The headquarters of Geometric Wealth Advisors are located in Washington, United States.
You can contact Geometric Wealth Advisors by phone at (202) 765-2211.
Geometric Wealth Advisors currently employs 10-50 people.
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