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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