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/Designations:

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

Statement of Service:

Geoff began his financial services career in 1992 and has gained extensive experience in various phases of the industry including equity and option trading, fixed income, risk management, and financial planning.

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, equity, and option trading. He also served as a portfolio manager for two regional firms where he gained experience in institutional portfolio management.

Geoff has earned the Accredited Investment Fiduciary™ (AIF®) professional designation, awarded by the Center for Fiduciary Studies. He has received formal training in investment fiduciary responsibility in addition to trust services and investment management. As Chief Investment Officer for Abundance, Geoff chairs the firm's Investment Committee and is responsible for overseeing the Investment Department.