Geller and Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Geller and Associates
Team photo for Geller and Associates

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Advisors

Todd Geller

Financial Advisor

Managing Director
Visit Todd Geller's website


Team

Debbie Plant

Debbie Plant

Client Service Associate

Gerald Kirschner

Gerald Kirschner

Registered Practice Associate,

Financial Planning Specialist
Richard Rubin, CFP

Richard Rubin, CFP

Associate Advisor,

Financial Planning Specialist

Qualifications

  • CFP
  • APMA
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