 | | (425) 372-4736
geoffrey.t.koepp@ampf.com
As an affluent investor, your financial needs are more complex than those of the average investor. I'll work with you to create a plan that simplifies your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for a child's education funding and preserving wealth. You'll also enjoy special benefits and advantages reserved especially for Ameriprise Gold Advantage clients.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
Areas of Focus
- Family Planning/Family Changes
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Income Tax Planning Strategies
- Women's Financial Strategies
- Investment Advice
- Small Business
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Professional Associations
- MBA Master Builders Association
- Principia Club of Seattle (Alumni Chair)
- Junior Achievement Seattle
- King County 33rd dist Precinct Chair
- King County Long Term Care Advisor Council Ombudsmen Program
- http://www.linkedin.com/in/geoffkoepp
- Bellevue Chamber of Commerce Advisory Couselor
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Qualifications
- CRPC Chartered Retirement Planning Counselor
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Community Service & Personal Interests
- Sunday School Teacher
- Principia Club Alumni Chair
- Landmark Education Production Supervisor
- Junior Achievement Seattle
- Kind County Long Term Care Advisory Counselor OMB Program
- King County 33rd Dist. Precinct Chair
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Office Hours- Monday: 10:00 a.m. - 6:00 p.m., or By Appointment
- Tuesday: 10:00 a.m. - 6:00 p.m., or By Appointment
- Wednesday: 10:00 a.m. - 6:00 p.m., or By Appointment
- Thursday: 10:00 a.m. - 6:00 p.m., or By Appointment
- Friday: 10:00 a.m. - 5:00 p.m., or By Appointment
- Saturday: By Appointment
- Sunday: By Appointment
The Team
Aaron M. Campbell
Financial Planning Specialist
aaron.m.campbell@ampf.com
601 108th Ave NE
Ste 1800
Bellevue, WA 98004
425-372-4727
425-646-8213
| | Qualifications
| Ben Carlson
Specialist
ben.r.carlson@ampf.com
601 108th Ave NE
Ste 1800
Bellevue, WA 98004
435-646-8213
| | Qualifications
- CFP
- Insurance Specialist
- Small Busines Plan Specialist
| Pin R. Koh
Advisor Practice Support Coordinator
pin.r.koh@ampf.com
601 108th Ave NE
Ste 1800
Bellevue, WA 98004
425-372-4814
425-646-8213
| | Qualifications
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I am licensed and registered to conduct business in
WA.
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Based on licenses and registrations I hold, I may also conduct certain business in
AK, CA, AZ, IL, GA
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