Richard D. Geib
CERTIFIED FINANCIAL PLANNER™ (CFP®)
I am a Financial Planner and an associate at The Wiser Financial Group, a financial services firm located in southwest Michigan. My priority is to listen to my clients to determine their planning goals and once the goals are set, I work with my clients to take the steps necessary to help them accomplish those goals. Minimizing risk is an important part of this process. I also enjoy working with large groups and have conducted numerous retirement planning seminars.
My area of concentration at The Wiser Financial Group is retirement and investment planning.
The Wiser Financial Group | Financial Services Industry
1981 - Present
Western Michigan University, B.A.
Western Michigan University, M.A.
Outside of the office I enjoy scuba diving and spending time with my two children. I have taught several financial planning courses through Western Michigan University Continuing Education, Kellogg Community College of Continuing Education, Portage Community Education, and Sturgis Community Education. I have also been a guest speaker for numerous groups and organizations throughout southwest Michigan.