Geo Beltran

California State Icon Torrance, California
Financial Planning Associate
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About Geo

Geo Beltran joined EP Wealth Advisors in 2022 after completing his business degree with a concentration in finance the previous year at Cal State Fullerton. Geo expresses a genuine passion for assisting others and can’t think of a better reason to wake up every morning than helping people reach their financial goals. He has successfully passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and now is a candidate for this gold-standard professional credential . Geo encourages others to follow the golden rule to “live below your means and invest early and often.” In his free time, he’s likely to be out running, cycling, playing basketball or enjoying being a plant-based foodie. He’s also passionate about music and has his own DJ entertainment company that specializes in weddings, quinceañeras, and sweet sixteens.

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California State University, Fullerton, Bachelor’s in Business Administration

How can Geo help?


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