• Team
  • Geoffrey Rosen, CEBS, AIF®, CPFA

Geoffrey Rosen, CEBS, AIF®, CPFA

Financial Advisor

As a financial advisor, Geoff’s goal is to treat every client — whether they have one dollar of millions of dollars under Landmark’s oversight — with the same respect and prudence he would expect should the roles be reversed. To him, the American dream has always been financial peace of mind: the ability to provide for our families now and for generations to come. His goal is to help clients make deliberate, disciplined long-term plans to reach their financial goals.

He lives in Bentonville, AR with his wife, Joanna, their daughter, Evelyn, and their rescue dog, Rudyard. A Kansas City native and graduate of Trinity University in San Antonio, he loves living in Northwest Arkansas. He is a sports junkie and avid fan of the University of Nebraska, the Kansas Jayhawks, Tottenham Hotspur, and all major Kansas City sports teams. Whether climbing historic towers in Siena, walking the Inca Ruins at Machu Picchu, or snorkeling in the vibrant blue waters off of Roatan, he feels blessed to have opportunities to travel across the world.

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Designations

  • Certified Employee Benefit Specialist
  • Accredited Investment Fiduciary®
  • Certified Plan Fiduciary Advisor

Licenses

  • FINRA Series 7
  • FINRA Series 66
  • Arkansas Life and Health Insurance

Education

  • Trinity University, Bachelor of Science in Finance, minor in History