My Goal
Everyone has the right to financial security and my goal is to expand global access to quality financial planning. I want to contribute to the FinTech that will democratize the future of personal finance.
Check out my personal finance blog:
I graduated from UCLA in 2017 with a B.A. in History and Russian Studies and I am currently studying for my CFP® through Boston University. I have an affinity for personal finance and abstract art, particularly futurism. After graduating, I focused in on Financial Planning as the synergy point for my passions and I became enthralled by the tech industry’s limitless opportunities. I have since devoted my time to optimizing my skill set for this exciting and dynamic sector.
“
The happiest people discover their own nature and match their life to it."
– Ray Dalio
Reach out and I will get back to you A$AP
- (518) 698-2635
- geoffrey.putman@gmail.com
- financialfuturism.com
- linkedin.com/in/geoffrey-putman