Geoff Smarte joined Fisher investments in 2011 as a Vice President in the Southeast Region and has broad experience in the financial services and investment industry. Prior to joining Fisher Investments, Geoff worked as Chairman of Smarte Financial Group and Investment Advisor Representative of AXA Advisors, LLC for over 10 years. He earned an MBA in economics and finance and has worked extensively in retirement planning, estate planning, and a variety of investment solutions for over 1,200 clients during his tenure. In 2008 Geoff was awarded the "Retirement Planning Specialist" designation conferred by the Wharton School, University of Pennsylvania for his professional achievements and pursuit of advanced financial education. He received the AXA Advisors National Leaders Corp award for 9 consecutive years, and earned membership to the industry’s Million Dollar Round Table.
Geoff can review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you. He can also help you understand how professional money management compares to other options available, empowering you with the information needed to find the best “fit” for your investment needs.
In the community, Geoff has served as National President of the Boy Scouts of America, Exploring Division, worked in the National Eagle Scout Association, and served on the executive boards of the National Crime Prevention Council, National Collegiate Honors Council and several local non-profit organizations. He lives near Lexington, Kentucky with his wife and daughter.
Contact Geoff for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest. We will email these to you at no cost.