Geoff Hall
Owner - Financial Advisor at Beacon Wealthcare | Raleigh, North Carolina, United States
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Geoff Hall, the Owner and Financial Advisor at Beacon Wealthcare, brings over two decades of experience in personal financial planning and investment management to the table. Since founding the firm, Geoff has been dedicated to providing real planning, sensible investing, and meaningful advice tailored specifically for families and executives. His commitment to being a fiduciary, independent, and fee-only advisor ensures that his clients receive unbiased guidance focused solely on their best interests.
At Beacon Wealthcare, Geoff is particularly passionate about retirement planning and maximizing Social Security benefits, helping clients navigate the complexities of their financial futures with confidence. His expertise as a Certified Financial Planner allows him to craft personalized strategies that align with each client’s unique goals and circumstances. Geoff’s approach emphasizes clear communication and education, empowering clients to make informed decisions about their financial health.
Key projects at Beacon Wealthcare include comprehensive financial assessments, investment portfolio optimization, and retirement readiness workshops, all designed to equip clients with the tools they need for long-term success. Geoff’s dedication extends beyond the office; he actively engages with the community, serving at his local church and fostering connections that enrich both his personal and professional life. When he’s not advising clients or volunteering, you can find him enjoying the great outdoors on his mountain bike or sharing a cup of coffee with friends. Through his work and community involvement, Geoff Hall exemplifies the values of integrity, service, and commitment to excellence in the financial planning industry.
Owner - Financial Advisor at Beacon Wealthcare in January 2021 to Present
Financial Advisor at Beacon Wealthcare in March 2012 to January 2021
Financial Advisor at Commonwealth Financial Group in May 2010 to March 2012
Financial Advisor at VALIC in April 1996 to May 2010
Enlisted at United States Marine Corps in January 1991 to January 1999
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Personal Financial Planning
Retirement Planning
Social Security
Investment Management
Independent Financial Advice
Certified Financial Planner
Financial Planners
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Discover more about Beacon WealthcareWhat is Geoff Hall email address?
Email Geoff Hall at [email protected] and [email protected]. This email is the most updated Geoff Hall email found in 2026.
What is Geoff Hall phone number?
Geoff Hall phone number is +19199492338 and +19715704412.
How to contact Geoff Hall?
To contact Geoff Hall send an email to [email protected] or [email protected]. If you want to call Geoff Hall try calling on +19199492338 and +19715704412.
What is Geoff Hall net worth?
Geoff Hall has an estimated net worth of $750,000 to $999,999
What company does Geoff Hall work for?
Geoff Hall works for Beacon Wealthcare
What is Geoff Hall's role at Beacon Wealthcare?
Geoff Hall is Owner - Financial Advisor
What industry does Geoff Hall work in?
Geoff Hall works in the Financial Services industry.
Geoff Hall Email Addresses
Geoff Hall Phone Numbers
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