Steven Geri, CFA
Steven Geri, CFA, leverages his investing, wealth management, and retirement planning experience into helping people address challenging money issues and boost their financial literacy. He has founded two independent investment management companies, led Savant Capital Management’s digital investing initiative, and is a former executive with Charles Schwab & Co.
As the founder of Denny Park Investments LLC in Seattle, Steven ties together investment management and financial planning with an understanding of the issues faced by those working toward their retirement goals. He teaches individuals and families to build the financial future they deserve. Furthermore, Mr. Geri volunteers with Financial Beginnings—a nonprofit that provides accessible and unbiased financial education to youth and adults.
Steven holds an MBA from the Fuqua School of Business at Duke University, a M.S. in engineering from Texas A&M University and a B.S. in engineering from the University of Washington. In addition, Mr. Geri is a holder of the right to use the Chartered Financial Analyst® designation.
Register for an upcoming class with Steven
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