Geoff Erwin

With nearly 25 years of experience, Geoff specializes in helping clients build generational wealth through strategic retirement planning. He is dedicated to a philosophy of service and defines success by his ability to help clients reach their goals for financial independence and make their lifestyle dreams a reality.

Prior to BakerAvenue, Geoff served in regional management roles in Texas and Florida at Fidelity Investments and spearheaded mentoring programs for young consultants. He helped guide Texas’ Plano Investor Center in reaching the #1 spot at Fidelity nationally. Geoff’s niche understanding of market dynamics (especially during downturns) helped him tailor long-term relationships with hundreds of families over the years and he has been recognized as a company leader in client satisfaction scores.

Geoff received a Bachelor of Science degree in Broadcast Production from Eastern New Mexico University. He is also a Certified Financial Planner™.