Geordie Crossan, CFP®,

Senior Wealth Advisor

Westlake Village Boulevard, California

Contact Geordie

Geordie Crossan leverages his extensive experience in wealth management, investment planning, tax planning, education planning, retirement planning and estate planning to cultivate long-lasting, trusted relationships with clients from diverse backgrounds. His approach is characterized by a deep commitment to understanding and the goal of meeting the unique financial needs of each client.
Prior to joining EP Wealth Advisors, Geordie dedicated 38 years to NBS Financial Services, Inc., where he spent the first 7 years as a Financial Planner/Advisor before taking on the roles of owner and President for the subsequent 31 years. His leadership has been instrumental in guiding the firm through significant growth and development.
He graduated with an AA in Business from Wentworth Military Academy in Lexington, Missouri, and completed the CFP® professional education program at California Lutheran University in 1987. Geordie is a past president of the Ventura County chapter of the Financial Planning Association and the Los Angeles Chapter of the Institute of Certified Financial Planners.
Outside of his professional life, Geordie enjoys a variety of activities that keep him active and engaged with the outdoors. He is passionate about playing pickleball, boating, and wakeboarding. Additionally, he enjoys off-roading in his side-by-side vehicle and traveling to new destinations.