Geoffrey Forcino, CPFA®, AIF®

Professional

Geoff serves as a Principal at Kathmere Capital Management, bringing over 17 years of experience in the wealth management industry. As a senior advisor and firm leader, he plays an integral role in guiding the strategic direction of the firm while delivering financial solutions to a select group of families and organizations.

Geoff is a seasoned wealth management and retirement plan advisor, recognized for his knowledge of plan design, fiduciary oversight, and holistic financial planning. He chairs Kathmere’s 401(k) & Retirement Plan Committee, where he leads the development and implementation of best practices to help clients meet their retirement plan goals and fiduciary responsibilities. He also serves on the firm’s Compliance Committee, contributing to the oversight and integrity of firm-wide operations.

Throughout his career, Geoff has been nationally recognized in the retirement plan advisory space. He was named to the National Association of Plan Advisors’ (NAPA) “Top Retirement Plan Advisors Under 40” list—also known as the “Young Guns”—in both 2017 and 2018. In 2020, he was honored by the Financial Times as one of the nation’s top 401(k) advisers.

Geoff is a graduate of James Madison University, where he was a member of the golf team. He holds both the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA™) designations, underscoring his commitment to fiduciary excellence and professional standards.

Personal

Geoff is active in the community and involved with many charities. He is a board member of the Construction Financial Management Association (CFMA) Philadelphia Chapter.

He enjoys spending time with his family, watching and coaching his daughters’ sports teams, traveling, and playing golf. Geoff and his wife, Lindsay, live in Malvern, PA with their two daughters.