Geoff Luchetta

Back to Our Team Page


Geoff is experienced in working with business owners to create business continuation, succession, retirement and overall planning. Having been a business owner for over two decades, Geoff understands the many challenges facing business owners, and the struggles that can impact them.

Geoff's financial practice focuses on aligning his clients' core values, belief systems, propensity for risk, investment objectives and overall risk management needs within a Personal Financial Strategy. Geoff extends to his clients and their families, the values of integrity, honesty and commitment.

CA Insurance Lic.# OL75286