Advisory

Contact:

310/860.7116

Connect With Geoffrey R.:

Geoffrey R. Berlin, CFP® '18 C-Suite Advisor Since 2018

Executive Director, Private Bank | J.P. Morgan Private Bank

Biography:

J.P. Morgan Private Bank brings personalized insights to individuals and families across the globe. Mr. Geoff Berlin has over 13 years of industry experience advising clients on a range of complex wealth management matters, including family financial planning, portfolio construction, asset allocation, liability management, tax strat­egies, trust and estate planning, and charitable giving. He is part of a team in Los Angeles that oversees $3B+ in assets and specializes in advis­ing private company owners before, during and after significant transition events. He earned his BA in International Economics with a certificate in personal financial planning from the University of California, Los Angeles, and was named to the San Fernando Valley Business Journal’s 2010 Top 40 Under 40 list. Mr. Berlin holds the CFP® designation and FINRA Series 7 and 66 licenses. He is an avid runner and enjoys travel and spending time with his wife and two children.

Thought Leadership By Geoffrey R.:

Tax Aware Borrowing

Geoffrey R. Berlin CFP® of J.P. Morgan says that two kinds of debt may qualify you for a substantial tax...
By Geoffrey R. Berlin, CFP® | J.P. Morgan Private Bank