Geoffrey Griffin
Relationship Manager
I joined the Summit Wealth team as Relationship Manager in June of 2017. My responsibilities include general client service issues as well as supporting advisors with new business processing, account servicing, and placing trades. In addition to my office work, I am pursuing a Certified Financial Planning Designation.
San Diego State University is my alma mater, and I graduated from there with a Bachelor’s degree in Business Management. Prior to joining Summit, I worked as a Client Service Associate for Cambier Investment Management, a small Investment Management firm in Danville. During my time there, I had similar responsibilities focusing around client service.
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Outside of work, I enjoy the outdoors and am always searching for my next adventure. As a private pilot, I am able to fly to various destinations to take advantage of the beautiful scenery and delicious food. My other great joys are my two young sons Gavin and Grayson.