Geoffrey Schaefer, Cfp®
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Geoffrey Schaefer, Cfp® Email & Phone Number

Financial Planner | Wealth Advisor at Intergy Private Wealth at Intergy Private Wealth
Location: Colorado Springs, Colorado, United States 4 work roles 2 schools
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Current company
Intergy Private Wealth
Role
Financial Planner | Wealth Advisor at Intergy Private Wealth
Location
Colorado Springs, Colorado, United States

Who is Geoffrey Schaefer, Cfp®? Overview

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Quick answer

Geoffrey Schaefer, Cfp® is listed as Financial Planner | Wealth Advisor at Intergy Private Wealth at Intergy Private Wealth, based in Colorado Springs, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Geoffrey Schaefer, Cfp®.

Geoffrey Schaefer, Cfp® previously worked as Wealth Advisor at Intergy Private Wealth and Wealth Management Advisor at Dunn Perrault & Associates. Geoffrey Schaefer, Cfp® holds Bachelor'S Of Science, Accounting from Oral Roberts University.

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Intergy Private Wealth

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About Geoffrey Schaefer, Cfp®

Geoffrey Schaefer helps clients improve their financial decisions through smart financial plans that focus on wealth accumulation and risk mitigation while allowing the human side of advice to remain present. Geoff received his undergraduate degree from Oral Roberts University and his Master’s degree from Creighton University. He spent five years in the United States Army, serving as an infantry officer. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Current workplace

Geoffrey Schaefer, Cfp®'s current company

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Intergy Private Wealth
Intergy Private Wealth
Financial Planner | Wealth Advisor at Intergy Private Wealth
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4 roles

Geoffrey Schaefer, Cfp® work experience

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Wealth Advisor

Current
Intergy Private Wealth

Colorado Springs, Colorado, United States

Intergy Private Wealth is an independent wealth management firm working with successful individuals, families, and foundations. Our clients include small business owners, physicians, technology executives, family foundations, as well as retirees. A common thread among all our clients is the value they place on receiving objective advice on how to improve the financial decisions that impact their lives and families, and in the case of foundations, their mission. They recognize the value of financial planning and look to collaborate with us on taking a holistic and bespoke approach to wealth management.Intergy Private Wealth was founded in 2021 by Mark Perrault, CFP®, RICP®, CLTC®, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were joined by a third advisor, Geoffrey Thomas Schaefer, CFP®, and five experienced professionals. Together, our advisors have over 30-years of experience in financial planning, and our client service/support team have more than 50-years of experience.To learn more, visit www.IntergyWealth.com.

Oct 2021 - Present

Wealth Management Advisor

Dunn Perrault & Associates

Colorado, United States

Jun 2018 - Oct 2021

Infantry Officer

Us Army
Mar 2011 - Jan 2016
2 education records

Geoffrey Schaefer, Cfp® education

FAQ

Frequently asked questions about Geoffrey Schaefer, Cfp®

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What company does Geoffrey Schaefer, Cfp® work for?

Geoffrey Schaefer, Cfp® works for Intergy Private Wealth.

What is Geoffrey Schaefer, Cfp®'s role at Intergy Private Wealth?

Geoffrey Schaefer, Cfp® is listed as Financial Planner | Wealth Advisor at Intergy Private Wealth at Intergy Private Wealth.

Where is Geoffrey Schaefer, Cfp® based?

Geoffrey Schaefer, Cfp® is based in Colorado Springs, Colorado, United States while working with Intergy Private Wealth.

What companies has Geoffrey Schaefer, Cfp® worked for?

Geoffrey Schaefer, Cfp® has worked for Intergy Private Wealth, Dunn Perrault & Associates, Northwestern Mutual, and Us Army.

How can I contact Geoffrey Schaefer, Cfp®?

You can use AeroLeads to view verified contact signals for Geoffrey Schaefer, Cfp® at Intergy Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Geoffrey Schaefer, Cfp® attend?

Geoffrey Schaefer, Cfp® holds Bachelor'S Of Science, Accounting from Oral Roberts University.

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