Cfp® Geoff Wells

Geoff Wells, CFP®, MBA, MS Finance, is a Financial Advisor at BPC Advisors LLC with a wealth of experience and knowledge in financial planning, risk management, and tax planning.

Apart from his professional endeavors, Geoff is an active member of The National Association of Personal Financial Advisors (NAPFA) and enjoys participating in swimming competitions and golf while cherishing moments with his family and pets.

Geoff's educational background includes a Master of Science in Finance and an MBA in Finance from Indiana University, Kelley School of Business. He also holds a Bachelor of Science in Aerospace and Mechanical Engineering from the State University of New York at Buffalo and an Associate of Science in Aviation Science from Utah Valley University.

Having worked in various roles including Certified Financial Planner and Senior Financial Analyst at reputable firms like Rockbridge Investment Management and L-3 Communications, Geoff has honed his expertise in financial services technology, cost/benefit analysis, and financial analysis.

His diverse professional experience ranges from being a Flight Test Engineer and Design Engineer at Sikorsky Aircraft to serving as an EVMS Financial Analyst and Division 1 Swimmer at the University at Buffalo.

Geoff Wells is a well-rounded financial professional with a strong academic foundation and a proven track record in delivering comprehensive financial planning solutions.