Geoffrey Denison Laroche
Investment adviser representative at Preisz Financial
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$701.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Preisz FinancialFeb 2013 to now
- LPL Financial, LLCJan 2013 to now
- Preisz Associates, Inc.Jan 2013 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (OR, TX, WA).
Preisz Financial
Legal name: Preisz Associates, Inc.
$701.7MAssets managed
346Clients
9Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4650867
- Firm CRD
- 144469