Managing Partner at Penn Mutual
Greater San Diego Area
Penn Mutual
Managing Partner
June 2012 to Present
Sterling Wealth Strategies & Insurance Services
President & CEO
March 2008 to Present
Greater San Diego Area
The Guardian Life Insurance Company of America (Guardian), New York, N.Y.
Career Development Manager
March 2008 to June 2012
Mass Mutual Financial Group
General Agent
2003 to 2008
John Hancock
General Agent
1998 to 2003
Geary is responsible for all aspects of the agency's growth and development, and leads Penn Mutual's continual efforts to grow and expand their presence in Southern California. Geary is responsible for all aspects of the agency's growth and development, and leads Penn Mutual's continual efforts to grow and expand their presence in Southern California.
What company does Michael E. Geary, LUTCF work for?
Michael E. Geary, LUTCF works for Penn Mutual
What is Michael E. Geary, LUTCF's role at Penn Mutual?
Michael E. Geary, LUTCF is Managing Partner
What industry does Michael E. Geary, LUTCF work in?
Michael E. Geary, LUTCF works in the Financial Services industry.
đ Summary
Michael E. Geary, LUTCF is the Managing Partner of Penn Mutual as well as President and CEO of Sterling Wealth Strategies. In his roles, Michael is responsible for all facets of the agencyâs growth and development including recruiting, training, retention, market penetration, and management. Michael is aggressively growing his agency and looking for talented and ambitious people who are interested in a career, not a job. If you are not happy with your job and want to make a career in financial services with unlimited income potential, then come talk to Michael. With expertise in the advanced markets, business, and estate planning, Michael has established a successful track record for creating and building agencies, recruiting advisors, building training programs and driving performance and revenue. He has held leadership roles at John Hancock, MassMutual, and Guardian Life, where he was honored as a top recruiter for four consecutive years. Michael has garnered numerous industry recruiting, development, and production awards during his remarkable career. He is Series 7, 24, and 63 licensed, and is a board member of the National Association of Insurance and Financial Advisors (NAIFA) as well as a member of the General Agentsâ and Managersâ Association (GAMA). In addition, he is an active supporter of the Special Olympics and Make-A-Wish Foundation, as well as several church and local institutions. Michael and his wife, Rose, are the proud parents of Ivette, Andrew, Matthew, and Tessa. In addition to spending time with his family, Michael is a fan of the great outdoors and enjoys hiking and skiing.Managing Partner @ Geary is responsible for all aspects of the agency's growth and development, and leads Penn Mutual's continual efforts to grow and expand their presence in Southern California. From June 2012 to Present (3 years 7 months) President & CEO @ At Sterling Wealth Strategies & Insurance Services, we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to very high standards. Our goal is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetimes. Your success is our success â and we work tirelessly to create appropriate strategies with the goal of optimizing your wealth building potential and financial well being. From March 2008 to Present (7 years 10 months) Greater San Diego AreaCareer Development Manager @ Dedicated to growing our employeesâ careers, and performance management I assisted in empowering others to help them grow and develop. From March 2008 to June 2012 (4 years 4 months) General Agent @ Specialized in helping business owners, executives, professionals and their advisors achieve their financial goals. From 2003 to 2008 (5 years) General Agent @ Offered a broad range of financial products and services, including life insurance, annuities, fixed products, mutual funds, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. From 1998 to 2003 (5 years) Sandia Michael E. Geary, LUTCF is skilled in: Disability Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, 401k, Management, IRAs, Employee Benefits, 401k Rollovers, Life Insurance, Recruiting, Term Life Insurance, Marketing, Estate Planning
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
5 year(s), 1 month(s)
Unlikely
Likely
There's 90% chance that Michael E. Geary, LUTCF is seeking for new opportunities
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