Spotlight Asset Group, Inc.
Geneva Malagutti has over ten years of experience in various management positions. Geneva currently serves as the Director of Operations at Spotlight Asset Group, Inc., where Geneva ensures smooth and efficient operations within the company. Geneva previously worked as an Office Manager at Geofeedia and Fifth Third Bank, as well as an Assistant Manager at Walgreens. Geneva holds an Associate of Arts degree in Art History from the College of DuPage.
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Spotlight Asset Group, Inc.
At Spotlight Asset Group, an SEC-registered investment adviser, we offer comprehensive financial planning and investment management services, including retirement, tax, and estate planning services. We created Spotlight because we saw a need in the financial services industry to provide clients with complete transparency into their overall financial situation. Our team is dedicated to serving our clients by adhering to three guiding principles: transparency, technology, and total wealth. We do that by offering an easy-to-understand flat fee structure and by using the latest technology to give our clients 24/7 access to up-to-date financial plans and a comprehensive picture of all their accounts, whether they are managed by Spotlight or not. We also provide customized investment solutions for each client rather than forcing our clients into a single model portfolio. *Registration does not mean that the SEC, or any other agency, has sponsored, recommended, or approved an investment adviser. Being a registered investment adviser does not indicate that an investment adviser has attained a particular level of professional competence, education, or special training.