Geoff Forcella, CFP®, CLU®

Geoff Forcella is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the Chartered Life Underwriter (CLU®) designation. He is affiliated with Forcella Wealth Management, a financial advisory firm based in Redding, California. The firm specializes in long-term financial planning, investment management, and wealth transfer strategies for individuals, families, and businesses.

Geoff's professional role involves providing personalized financial advice and services, including retirement planning, insurance planning, and strategic financial management. He is a registered representative with LPL Financial, which is a registered investment advisor and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) .12