Geoffrey Rosen, CEBS, AIF®, CPFA
My name is Geoff Rosen, and I am proud to be part of the Landmark Financial, LLC team. When it comes to my profession, I feel a fundamental obligation to treat every client, whether they have one dollar or millions of dollars with us, with the respect and prudence that I would demand should our roles be reversed. In my opinion, the American dream is and has always been financial peace of mind. Simply put, that is the ability to provide for the wants and needs of our families both now and for generations to come. Financial independence is a process. For the majority of people, it involves deliberate and disciplined long-term planning and action. My job is to help clients as they pursue these long-term financial goals and this is a responsibility that I take very seriously. I greatly appreciate the trust that clients place in myself and our firm. It is an honor and pleasure to work with and for you.
My wife Joanna is a produce buyer at the Walmart home office. We live in Bentonville with our daughter, Evelyn, and our rescue dog, Rudyard. A Kansas City native and graduate of Trinity University in San Antonio, I love living in Northwest Arkansas. I am a sports junkie and an avid fan of the University of Nebraska, the Kansas Jayhawks, Tottenham Hotspur, and all major Kansas City sports teams. Whether climbing historic towers in Siena, walking the Inca Ruins at Macchu Picchu, or snorkeling in the vibrant blue waters off of Roatan, I feel very blessed to have had the opportunity to travel across the world. Having said that, my wife and I find ourselves always making time to vacation each summer at the family lake cabin in rural Wisconsin. While my oldest niece may consider them boring, I have a soft spot for the classic films. My favorites include Cary Grant, John Wayne, Alfred Hitchcock and James Bond movies. From time to time, I have been known to partake in a game or two of FIFA soccer or the more old-school APBA dice baseball card game that I grew up playing with my father. While definitely a finance geek, I genuinely enjoy socializing with friends and family and learning about others interests and passions.
Certified Employee Benefits Specialist
Accredited Investment Fiduciary
Certified Plan Fiduciary Advisor
FINRA Series 7
FINRA Series 66
Arkansas Life and Health Insurance
Trinity University, Bachelor of Science in Finance, minor in History