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Geoff H
CFP®, Series 66
Mount Shasta, CA
Commonwealth Financial Network
Geoff Harkness is a CFP® professional with 10 years of industry experience, currently serving at Commonwealth Financial Network since 2015. Prior to that, he worked for the City of Mount Shasta from 2012 to 2016. Outside of his advisory role, he owns Harkness Financial LLC and has involvement in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.
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