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Abundance Geoffrey P. Caber Abundance
Geoffrey P. Caber, AIF®
 
Title:
Chief Investment Officer

Education:
B.S. in Operations Management from the University of Arizona
Graduated with honors from the Central Atlantic School of Trust and Investment Management
 
Advanced Credentials/Licenses:

  • NASD Series 7 Securities Licensed
  • Series 63 State Securities Licensed
  • Series 65 Investment Advisor
  • Life, Accident, & Health Insurance Licensed
  • Chartered Alternative Investment Analyst (CAIA®) Candidate
  • Accredited Investment Fiduciary™ (AIF®)

    Statement of Service:
    Mr. Caber, in his sixteen plus years of experience, has gained extensive knowledge of all phases of financial services; investment, insurance, trust, tax and estate planning, equity trading options, fixed income, risk management, asset allocation, retirement plans and mortgages.  Prior to joining Abundance in March of 2004, Geoff worked for a major national investment firm for eight years where he concentrated on financial planning, and equity and option trading.  He also served as a portfolio manager for two regional firms.  Geoff has earned the Accredited Investment Fiduciary™ (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education.  He has received formal training in investment fiduciary responsibility.

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