Geordie Crossan, CFP®

Senior Wealth Advisor

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Geordie helps clients align their finances with life goals through comprehensive planning. He supports families across wealth, tax planning, education funding, retirement, and estate coordination. He values long-term relationships built on trust and steady guidance.
Geordie brings 38 years of experience, including decades leading an independent advisory firm as owner and president. He completed CFP® education through California Lutheran University and earned an A.A. in Business from Wentworth Military Academy. He has served as president of a local Financial Planning Association chapter and an Institute of Certified Financial Planners chapter.
Geordie’s approach is personal, thorough, and goal-based. He listens closely, builds clear roadmaps, and reviews progress consistently. He believes planning works best when it is practical and responsive to life changes.
Geordie enjoys pickleball, boating, and wakeboarding. He also likes off-roading and traveling to new destinations. Time outdoors is a favorite way to recharge.