Ben Geist, CFP®Brockport Office and Latta Road Wealth Center
Wealth Manager
Ben has worked in the financial services industry since 2008 holding various positions from Assistant Branch Manager to Wealth Manager. Ben works with his clients to deliver services and strategies that help build a path to pursue their financial goals. He provides guidance in the development of long-term financial planning for major life stages, preparing for college expenses, retirement income, and insurance needs. He also holds his CERTIFIED FINANCIAL PLANNER™ professional designation.
In his spare time, Ben also enjoys playing golf, hunting, biking, and woodworking. He resides in Hamlin, where he enjoys spending time with family and friends.
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