GEOFF GRABE
GEOFF GRABE
About Me
Geoff is a Financial Advisor with 26 years of experience currently serving the Fresno and Clovis markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Geoff works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Geoff worked as a Financial Advisor at Bank of the West. He received his marketing degree from Fresno State University and holds securities licenses 7, 63 and 65, held through LPL Financial along with his Life, Accident and Health, and Variable Life and Variable Annuity insurance licenses.
Geoff and his family reside in Clovis. In his spare time, Geoff enjoys golf, hiking and cycling.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management