Geoffrey Mettler has extensive work experience spanning over three decades. Geoffrey began their career in 1988 as an Airmen in the United States Air Force. In 1993, they transitioned into the corporate world, working as a Senior Benefits Consultant for Great-West Life until 2004. From 2005 to 2015, they served as President at Jenkins Financial Group. Following this, they became President at Epic Retirement Consultants from 2014 to 2018. Currently, Geoffrey is serving as the Managing Director for Northern California at Qualified Plan Advisors.
Geoffrey Mettler obtained a Bachelor's Degree from Hawaii Pacific University, where they studied from 1989 to 1992. In addition, they hold certifications such as Certified Plan Fiduciary Advisor (CPFA) from the National Association of Plan Advisors and AiF®, PRP, PPC. No information regarding the obtained year or institution is provided for the additional certifications.
2018 - present