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Geoff Kemble, CFP, CLTC
Financial Planner
2501-A Plantation Ctr Dr
Matthews,
NC,
28105
Map |
Driving Directions
Phone: 704-849-7288
Fax: 704-849-7287
Email: geoff.kemble@prudential.com
Financial security. Everyone wants it, but many people don't know the best ways to achieve it. That's where I can help. As a Prudential financial planner, I offer comprehensive, fee-based financial planning services that can help you protect your family and your dreams. My approach is simple. First, I take the time to understand your priorities, then I offer objective advice and work with you to develop a plan that reflects your investment, retirement, insurance and estate planning needs. I can also help you pursue your goals with a wide range of financial products and services. Find out how my highly personalized approach to financial planning can meet your changing needs. Call me today to start planning for your financial security tomorrow.
Profile
Professional
Education
Personal
- Geoff opened his own private office in May of 2000. Located (across from the Siskey YMCA) in Matthews, NC, he is conveniently situated.
- Achieved the prestigious Certified Financial Planner (CFP) designation in 2003 and was certified in Long Term Care (CLTC) in 2001.
- For the last two years, Geoff has earned membership in the Million Dollar Round Table, the premier association of financial professionals.
- Prior to joining Prudential, he had distinguished careers with General Electric and Chevron/Gulf Oil.
- Licenses include: Series 7, Series 66, Life & Health, Property & Liability, and Med Supp/LTC
Education
- BS in Mechanical Engineering from Lamar University in 1981
- BBA in Business Management from Lamar University in 1980
- United States Military Academy at West Point (1975-1977) - Honorable Discharge U.S. Army, Airborne School, Advanced Officer Training
Personal
- Geoff and his wife Sarah are kept very busy with their large family. They have six children since adopting Ana and Nadia from Kazakhstan in October 2003.
- Annual corporate sponsor and coach of Siskey YMCA teams (Board Member)
- Member Matthews Chamber of Commerce/Leadership Matthews '01
- Matthews Help Center - Board Member (currently Secretary/Treasurer)
- Member Firethorne Country Club and Matthews United Methodist Church
Next Steps
Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs.
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
It would be my pleasure to meet with you and discuss your financial and insurance needs.
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
Geoff Kemble is associated with the North Carolina Office, 2701 Coltsgate Rd Ste 220, Charlotte, NC, 28211-9999, Managing Director: Dick Bennett, CLTC, Phone: 704-442-1481.
Geoff Kemble offers investment advisory services as a representative of Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco) and securities products and services as a Registered Representative of Pruco. Other products and services may be offered through a non-Pruco entity. 1-800-201-6690.
Geoff Kemble Offering investment advisory services as a representative of Prudential Financial Planning Services, a division of Pruco Securities LLC (Pruco), and securities products and services as a Registered Representative of Pruco. The Prudential Insurance Company of America, Newark NJ and Pruco are Prudential Financial companies. 1-800-201-6690
