Geoffrey (“Geoff”) Turner serves as a wealth advisor at RWA Wealth Partners. In his role, Geoff meets with clients to gain a clear understanding of their complex financial needs in order to design and implement customized wealth plans. He works closely with our investment team, tax professionals and estate planner to help clients achieve their unique long-term goals.
Prior to joining the firm in 2010, he worked at Fidelity Investments and was a 401(k) specialist assisting with nonprofit retirement accounts.
Geoff is a graduate of Plymouth State University, where he earned a B.S. in marketing.
Geoff resides in Winthrop, MA, with his wife and children. He enjoys cheering on Boston sports teams and spending time in New Hampshire with his family.