Geoff Hakim Email and Phone Number
Geoff Hakim work email
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Geoff Hakim personal email
As Founder and Principal of MCM Wealth, I am proud to lead a team of experts in designing customized portfolios for HNW (High Net Worth) investors. Our focus is on delivering substantial economic value and sustainable investing through three pillars: portfolio protection, lower taxes, and higher income.At MCM Wealth, we offer a comprehensive, no-obligation portfolio second opinion program called "Choosing a New Advisor, the Risk-Free Way". We engage our clients in a discovery process, review their current portfolio's investments and structure, and then provide our recommendations. We only ask for an advisory agreement after we mutually agree to work together.With over 40 years of experience in investments, real estate, and finance, I have developed an approach and process designed to increase your returns and defend your portfolio through a full market cycle. Whether your goal is to diversify or build a more productive portfolio from scratch, we can help you achieve your financial goals.Our team at MCM Wealth is committed to providing our clients with personalized service and expert advice. We are dedicated to building long-term relationships with our clients and delivering results that exceed their expectations.If you're an HNW investor and searching for a trustworthy and reliable wealth management partner, look no further than MCM Wealth. Get in touch with us today to schedule your portfolio second opinion and start achieving your financial goals.
Mcm Wealth
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Principal, Certified Financial Manager (Cfp)Mcm Wealth Jan 1998 - PresentSan Rafael, CaliforniaWe understand the following relative to our clients and investing:• How challenging it’s been to accumulate the wealth you now have and the critical need to protect and grow those dollars going forward.• That it typically takes years to earn back recessionary losses and that you never want to go through such a difficult experience again.• The magnitude of the problems that underlie today’s economy and the potential effect they could have on your portfolio and future.With this in mind, our investment approach and toolbox have been designed to give you the ability to design your portfolio (with our guidance) as defensively or offensively as desired. We offer a broad range of investment tools, both conventional and alternative, that will allow the investor to be productive regardless of the direction of the economy. Please see investment descriptions within tabs to follow. -
Financial PlannerMarin Retirement Advisors Jan 1991 - Jan 1997
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Real Estate Developer & BrokerPrime Eastern Development Jan 1986 - Jan 1990
Geoff Hakim Skills
Geoff Hakim Education Details
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University Of California, Berkeley, CfpCertified Financial Planner (Cfp)
Frequently Asked Questions about Geoff Hakim
What company does Geoff Hakim work for?
Geoff Hakim works for Mcm Wealth
What is Geoff Hakim's role at the current company?
Geoff Hakim's current role is We specialize in designing customized portfolios that prioritize delivering strong returns across all market cycles..
What is Geoff Hakim's email address?
Geoff Hakim's email address is ge****@****lth.com
What schools did Geoff Hakim attend?
Geoff Hakim attended University Of California, Berkeley, Cfp, University Of Massachusetts Amherst, Wentworth Institute Of Technology, Boston Architectural Center.
What are some of Geoff Hakim's interests?
Geoff Hakim has interest in Patriots And Celtics Fan, When Hes Not Watching A Game, Devoted Red Sox.
What skills is Geoff Hakim known for?
Geoff Hakim has skills like Wealth Management, Certified Financial Planner, Financial Services, Personal Financial Planning, Management, Investments, Alternative Investments, Plannning.
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