Retirement / Financial Consultant

Geoff Sebold

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Geoff brings over 20 years of experience to Retirement Benefits Group in the trading and sales of U.S. money market, Treasury, municipal, derivative and domestic equity markets. He was previously a managing partner at the WealthHarbor Capital Group, specializing in the design and construction of open architecture 401(k) plans and portfolio management, and the chief investment advisor for the Capital Retirement Group.  In addition, Geoff has traded municipal bonds at JJ Kenny, ran the FRA-Interest rate swap/arbitrage desk at Tradition North America in Los Angeles, and traded fixed income securities for Lehman Brothers in New York.

Education

Geoff earned a Bachelor of Arts in Business Administration from Roanoke College in Salem, VA and an MBA in Finance and International Business from Loyola Marymount University in Los Angeles.  He holds FINRA Series 7, 52, 55, 63 registrations with LPL Financial and 66 registrations through both LPL Financial and Retirement Benefits Group. He also holds his California Life, Health and accident insurance license and the Accredited Investment Fiduciary (AIF) designation

CA Insurance Lic# 0G96273

Interests

Geoff resides in Thousand Oaks, CA with his wife and three children. His main interests are family, most sports (lacrosse, snowboarding, swimming, tennis, football, golf and on and on), news and information and pretty much any beach.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI