Geo Beltran, CFP®

Senior Financial Planner

Torrance, California

Geo Beltran is driven by a genuine passion for assisting others in reaching their financial goals. He finds great fulfillment in helping people manage their finances wisely, guided by his personal philosophy to "live below your means and invest early and often."
Geo joined EP Wealth Advisors in 2022 after obtaining his business degree with a concentration in finance from Cal State Fullerton. He has successfully passed the Certified Financial Planner™ (CFP®) exam and is a candidate for this prestigious credential, reflecting his commitment to excellence in financial planning.
Geo graduated from Cal State Fullerton in 2021, where he earned his degree in business with a concentration in finance. His academic background has provided a strong foundation for his career in financial advisory services.
Outside of his professional life, Geo is an active individual who enjoys running, cycling and playing basketball. He is also a plant-based foodie who loves exploring new culinary experiences. Additionally, Geo is passionate about music and operates his own DJ entertainment company, specializing in weddings, quinceañeras and sweet sixteens.