A knowledgeable leader, detail-oriented and a strong listener are just a few words often used to describe Geoffrey Aden. With almost three decades of experience in the wealth management industry, Geoffrey has established himself as a successful business owner and financial adviser.
Geoffrey has built and developed an exemplary professional career. From his days managing bank branch investment teams to building his own successful firm at Aden Financial Services, he has taken on challenging roles across the industry and worked tirelessly to produce optimal results. He has consistently found success through his effective communication skills and his unique ability to navigate the details. Geoffrey has earned the trust and admiration of his clients and peers alike.
As a wealth manager, he looks at the big picture of a client’s assets, debts, and potential earnings. They discuss financial goals and develop a plan to help them reach their goal. A major part of the discussion focuses on education. He will explain the different financial and investment products available and help clients understand their benefits and drawbacks. Geoffrey also considers himself an expert on the ever- growing subject of aging within our society and the financial impacts of chronic long-term medical care. He was one of the early adopters of long-term care insurance back in 1994 as a financial strategy in the North Bay.
Geoff and his wife, Catherine, are both graduates of the University of Colorado. They now call Petaluma home for the last 20 years where they have raised two children who are both attending higher education. When not working, he and Catherine are avid hikers in the surrounding Sonoma County hills and love to spend time with family and friends.
