Director Of Financial Planning
Current
Jan 2023 - Present
AeroLeads people directory · profile
Michael Geitner, Cfp® Email & Phone Number
Director of Financial Planning at Vintage Wealth Advisors
at
Vintage Wealth Advisors
1 work email found
@etrade.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Financial Planning at Vintage Wealth Advisors
Location
Napa, California, United States
Company size
Who is Michael Geitner, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Michael Geitner, Cfp® is listed as Director of Financial Planning at Vintage Wealth Advisors at Vintage Wealth Advisors, a with 8 employees, based in Napa, California, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for Michael Geitner, Cfp®.
Michael Geitner, Cfp® previously worked as Director of Financial Planning at Vintage Wealth Advisors and Wealth Advisor at Vintage Wealth Advisors. Michael Geitner, Cfp® holds Bachelor'S Degree, Management from Menlo College.
Company email context
Email format at Vintage Wealth Advisors
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*@etrade.com
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AeroLeads found 1 current-domain work email signal for Michael Geitner, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Michael Geitner, Cfp®
Michael Geitner is a registered representatives with and Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.vintage-wealth.com.
Listed skills include Series 63, Series 6, Series 65, Life And Health Insurance Licenses, and 1 others.
Current workplace
Michael Geitner, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vintage Wealth Advisors
6 roles
Michael Geitner, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
Apr 2018 - Dec 2022
Corporate Services Financial Consultant
Corporate Services Financial Consultant working with stock plan participants with Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, Performance Shares Units, Employee Stock Purchase Plans and 10b5-1 plans. Educated on each type of equity compensation, taxation and integrating it into overall investment strategy and financial plan.
Jul 2016 - Apr 2018
Financial Consultant
Financial Consultant helping E*TRADE customers invest, using E*TRADE website, research tools, making investment recommendations, analyzing and building portfolios to make E*TRADE primary relationship for investor needs.
Feb 2013 - Jun 2016
Account Representative
Business development, contract negotiation, pricing strategies, sales presentations,increase revenue and market share in commercial, leisure travel and insurance replacement sectors.
Apr 2011 - Jan 2013
Financial Advisor
A subsidiary company of MetLife that primarily focused on working clients with $250,000 or higher net worth, small to mid-size business with employee benefits and business owner planning, as well as employees of local companies such as Cisco, Chevron, Oracle, Apple, Boeing, AT&T and other Fortune 500 companies. Organized meetings with new and established clients and performed financial planning presentations that included their existing group benefits. Able to identify immediate needs and set up future sales for future needs. Used probing fact finding to uncover problems and opportunities to cross sell and then recommended different product solutions based on each individuals unique situation that included retirement planning, college planning, risk management and asset allocation. Key Achievements • 2008 New England Financial Leaders Conference Qualifier • 2008 New England Financial Rookie Of The Year
Oct 2007 - Mar 2011
Team & coworkers
Colleagues at Vintage Wealth Advisors
Other employees you can reach at vintage-wealth.com. View company contacts for 8 employees →
GN
Graham Newman
Colleague at Vintage Wealth AdvisorsLondon, England, United Kingdom
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CH
Christopher Harris, Crpc®
Colleague at Vintage Wealth AdvisorsPetaluma, California, United States
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DM
David M Winkler
Colleague at Vintage Wealth AdvisorsNapa, California, United States
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JC
John Cordeiro
Colleague at Vintage Wealth AdvisorsNapa, California, United States
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PM
Patsy Mason
Colleague at Vintage Wealth AdvisorsNapa, California, United States
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AD
Angie Denna
Colleague at Vintage Wealth AdvisorsNapa, California, United States
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Graham Newman
Colleague at Vintage Wealth AdvisorsLondon, England, United Kingdom
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CH
Christopher Harris, Crpc®
Colleague at Vintage Wealth AdvisorsPetaluma, California, United States
View →
DM
David M Winkler
Colleague at Vintage Wealth AdvisorsNapa, California, United States
View →
JC
John Cordeiro
Colleague at Vintage Wealth AdvisorsNapa, California, United States
View →
PM
Patsy Mason
Colleague at Vintage Wealth AdvisorsNapa, California, United States
View →
AD
Angie Denna
Colleague at Vintage Wealth AdvisorsNapa, California, United States
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1 education record
Michael Geitner, Cfp® education
FAQ
Frequently asked questions about Michael Geitner, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Geitner, Cfp® work for?
Michael Geitner, Cfp® works for Vintage Wealth Advisors.
What is Michael Geitner, Cfp®'s role at Vintage Wealth Advisors?
Michael Geitner, Cfp® is listed as Director of Financial Planning at Vintage Wealth Advisors at Vintage Wealth Advisors.
What is Michael Geitner, Cfp®'s email address?
AeroLeads has found 1 work email signal at @etrade.com for Michael Geitner, Cfp® at Vintage Wealth Advisors.
Where is Michael Geitner, Cfp® based?
Michael Geitner, Cfp® is based in Napa, California, United States while working with Vintage Wealth Advisors.
What companies has Michael Geitner, Cfp® worked for?
Michael Geitner, Cfp® has worked for Vintage Wealth Advisors, E*Trade, E*Trade Financial, Hertz, and New England Financial.
Who are Michael Geitner, Cfp®'s colleagues at Vintage Wealth Advisors?
Michael Geitner, Cfp®'s colleagues at Vintage Wealth Advisors include Graham Newman, Christopher Harris, Crpc®, David M Winkler, John Cordeiro, and Patsy Mason.
How can I contact Michael Geitner, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Geitner, Cfp® at Vintage Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael Geitner, Cfp® attend?
Michael Geitner, Cfp® holds Bachelor'S Degree, Management from Menlo College.
What skills is Michael Geitner, Cfp® known for?
Michael Geitner, Cfp® is listed with skills including Series 63, Series 6, Series 65, Life And Health Insurance Licenses, and Series 7.
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