Geller and Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Todd Geller

AWMA℠

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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