The Atlanta-based financial firm’s new division to serve athletes and entertainers and address the unique monetary circumstances they face
East Paces Group, a registered investment advisory (RIA) firm providing families, executives and business owners with wealth management and financial planning services, announces that it has launched a new sports and entertainment division and has named Bert Geiger as its managing director. The division serves professional athletes and entertainers who require experienced insight and discretion from a financial professional as they navigate the distinct challenges and opportunities that can come with wealth and fame.
“As a former professional baseball player, Bert understands that professional athletes and entertainers can have a false sense of financial security and are looking for clarity on how to invest their new wealth appropriately,” said Alex Reffett, co-founder and principal of East Paces Group. “We are excited to expand our services, and in adding our new sports and entertainment division with Bert at the helm, we can help provide these affluent clients with the financial solutions needed to address their unique concerns. Most individuals don’t expect an ‘end’ to their profession prematurely. However, an injury or other unexpected circumstance could change the trajectory of their career, and we have the experience to help them prepare for whatever life may bring their way.”
Geiger joined East Paces Group in March 2020. He views himself as a financial quarterback for his clients. With the help of EPG's financial planning team and investment managers, he is able to help guide client's decisions and help them build portfolios that have a functional long-term plan behind them. Geiger has been an independent financial advisor for 34 years, following his career as a professional baseball player. Prior to joining East Paces Group, he worked under ACG Wealth, Triad Advisors and owned Geiger Wealth Management. Geiger was drafted as a pitcher in his senior year of high school playing in Minor League Baseball from 1977 - 1984 with the Detroit Tigers, Chicago White Sox and Los Angeles Dodgers. Geiger was a team member of the Dodgers AAA team winning the Pacific Coast League Championship in 1982. He is a Registered Investment Advisor (RIA) and holds life and health insurance licenses.
“When I first met with East Paces Group, I was attracted to the firm’s holistic financial planning philosophy, innovative investment approach and its dedication to complete transparency when working with clients. That’s important to me because the number one thing my clients are looking for is someone they can trust,” said Geiger. “Atlanta is an amazing city with many professional athletes and celebrities. I’m fortunate to have the experience as a former athlete and now as a financial advisor to guide this group of investors toward making sound financial decisions and protect their financial future, no matter what life throws at them.”
For information on East Paces Group and the services it is currently providing, visit www.EastPacesGroup.com.
ABOUT EAST PACES GROUP
East Paces Group is an Atlanta-based registered investment adviser (RIA) providing families, executives and business owners with wealth management and financial planning services. Co-founders David Curry, CFP®, David McInnis, CFP®, and Alex Reffett work to align financial plans and investment strategies in order to help their clients achieve their long-term financial goals. Curry, McInnis and Reffett are all securities licensed, Curry and McInnis are also CERTIFIED FINANCIAL PLANNERS™ (CFP®) and McInnis also holds the Certified Investment Management Analyst® (CIMA®) designation. For more information visit www.EastPacesGroup.com.
