Geoffrey Griffin

Relationship Manager

I joined the Summit Wealth team as Relationship Manager in June of 2017. My responsibilities include general client service issues as well as supporting advisors with new business processing and account servicing. 

San Diego State University is my alma mater, and I graduated from there with a Bachelor’s degree in Business Management. Prior to joining Summit, I worked as a Client Service Associate for Cambier Investment Management, a small Investment Management firm in Danville. During my time there, I had similar responsibilities focusing around client service.