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Geoffrey K

Series 65

Sylvania, OH

Thunderbird Financial Coaching

Geoffrey Kujawa is a financial advisor at Thunderbird Financial Coaching with 10 years of industry experience. He holds a Series 65 designation and has worked since 2011 as a buyer for a grocery store chain, LM Acquisition, Inc. Thunderbird Financial Coaching provides fee-based financial coaching, planning, portfolio analysis, and retirement-plan advice primarily for public servants, private-sector employees, business owners, and professionals. The firm employs a passive, asset-class diversification approach and combines investor education with various fee arrangements, using third-party managers for asset management.

Passive / index investing Cash flow / budgeting Public Service Employee Founder/Business Owner Values-based investing
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