About Our Firm
Here’s our story. We look forward to hearing yours.
At Wealth Management Resources, our sole focus is YOU.
We’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy and offering a variety of insurance and investment products to help achieve the objectives of that strategy.
The team at Wealth Management Resources is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Wealth Management Resources, LLC, is a member of the Better Business Bureau with an A+ rating, as well as a member of the National Association of Insurance and Financial Advisors (NAIFA) and Ethical Arizona.
Financial Advisor, RICP®
Geoffrey Johnson is the founder and president of Wealth Management Resources, (WMR). For over ten years, WMR has provided financial services for hundreds of clients in and throughout Arizona. The company's fundamental philosophy is to provide personalized service with a key focus on protecting the hard-earned retirement savings of our clients.
Geoffrey is dedicated to helping his clients navigate the retirement income maze to live the retirement lifestyle of their dreams. As an Investment Adviser Representative (IAR) and Retirement Income Certified Professional (RICP), his goal is to develop lasting relationships with all his clients while making things simple and less complicated, the way retirement should be lived.
Geoffrey brings his vast knowledge and experience to help clients effectively and safely plan for retirement. He began his professional career in the financial services industry in 1987 as an investment broker with one of Wall Street’s largest firms. He saw firsthand what an impact poor planning and taking too much risk can have on retirement plans and goals. This experience cemented his philosophy of helping clients protect their assets and ensure they don’t run out of money during their retirement years.
Originally from South Dakota, He moved to Arizona as a child with his parents in 1968. He attended High School in Scottsdale and Arizona State University majoring in accounting. He currently lives in Gilbert and has a son attending college in Colorado. His brother, sister and nieces all live close by and are a major part of his life. His mother lived close by for many years and passed away at 91 years old in October 2012.
When he is not at the office, Geoffrey enjoys spending time with family, traveling, playing and listening to music. As time permits, he volunteers and supports several charities and foundations.
We’re looking forward to using our expertise to help you pursue your financial goals.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 602.334.4428 today!
Have Questions for Wealth Management Resources?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.