Geoff SaabGeoff Saab is a wealth manager who has held various positions in tax, estate planning, and insurance, and now serves clients as a portfolio manager within an investment counsel firm. He spent over a decade working in a single family office, advocatin directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients. geoffsaab.com Read More Read Less