Geoffrey T. Waters, CFP®, is a Regional Director, Senior Vice President for Alpha Cubed Investments. Geoff is a veteran of the financial services industry going back to his early days at Fidelity Investments in 1999. His core responsibilities have centered around partnering with affluent individuals and families and facilitating the identification of investment strategies designed to optimize the performance of their investments.
Driven by a lifelong dedication to assisting investors, Geoff’s fascination with market dynamics and economic catalysts inspired him to attain a finance degree with a specialization in financial planning from East Carolina University. He began his career with Fidelity Investments in 1999 and developed his skills in financial planning, market analysis, and the ability to convey these concepts to the many investors he has worked with.
Geoff currently resides in San Clemente, California, with his wife and two daughters. Their weekends are primarily devoted to their daughters’ pursuits, including barbecues with friends and their families. Geoff maintains an active lifestyle, including working out, mountain biking, paddleboarding, and snow skiing. Geoff additionally enjoys reading about history, politics, and economics.