Also known as: GvFinancial
David Geller lives by leading them from confusion to clarity, from complexity to simplicity, and most importantly, from fear to focused action. Guided Wealth Transformation™ differs from traditional financial planning in its approach, its process, and the results it seeks to provide. Guided Wealth Transformationâ„¢ begins with the understanding that money is inherently emotional and that even successful people face barriers that prevent them from using their wealth to create the life they desire.  I see five separate barriers that prevent people from living their best life: (1) confusion about what money means; (2) anxiety about wealth; (3) lack of clearly defined life priorities; (4) failure to understand their True Wealth; and (5) lack of awareness about the keys to leading a happy and meaningful life. I begin by challenging my clients to look closely at their preconceptions about what money means to them; I help them develop a healthier understanding of money, to see money as a tool to create the life they choose. I understand that most people have anxiety about wealth that prevents them from creating the life they desire. Guided Wealth Transformationâ„¢ helps uncover those anxieties and gives clients the tools they need to feel more confident and take action. I take each client through a thorough and searching process that helps them uncover their values as they relate to money and their true life priorities, understand that their wealth is about far more than money, and systematically explore all aspects of their lives.             Guided Wealth Transformationâ„¢ helps clients develop a clear vision of their values, priorities, and goals.  I use sophisticated financial planning tools to create a financial plan designed to maximize the probability that the client will reach his goals. My team and I align each plan to the needs of my clients and tailor the plan to suit each person’s tolerance for risk and complexity. I work closely with the client and his other advisors to implement the plan and make sure that all the key players, including attorneys, accountants, and even adult children, understand the client’s plan and how it relates to the client’s goals.             I long ago recognized that what clients need and want is independent investment advice, sophisticated investment models, a thorough investment process, and an advisor who will help clients understand how their investments relate to their goals and help them stick to their investment plan in good markets and bad ones so they can feel more confident, worry less, and enjoy their lives more. I  use state-of-the-art modeling to maintain a client’s target portfolio throughout the market’s inevitable ups and downs, harvest tax losses, and provide income when needed.  Successful long-term investing requires a long-term commitment between an advisor and his clients. Despite my expert team and their financial planning acumen, what makes GV Financial special is our ability to develop and maintain long-term relationships with our clients. Advisors at GV get to the heart of the matter and serve as a compassionate advocate for his/her clients and their goals.Â
Also known as: scannerdave
David Geller lives in Cleveland, OH. He works at Imaging Solutions as an Owner.
David Geller lives in Harrisburg, Pennsylvania. He is a 2007 graduate of The Reading Hospital School Of Nursing.
Search their Arrest Records, Driving Records, Contact Information, Photos and More...
Search address history, phone, age and more.
Are PeekYou social results accurate?
PeekYou is a free people-focused search engine that uncovers information typically buried by other search engines. Its clean and user-friendly format makes it easy to navigate. The platform offers accurate data and conveniently links to an individual's social media profiles and other public websites with which they are associated.
Search Details
Search Details