Michael Geitner is a Wealth Advisor at Vintage Wealth Advisors. He primarily handles business client's retirement plans such as 401ks and SIMPLE IRAs. Michael also specializes in employee equity compensation including Qualified and Non-Qualified Stock Options, Employee Stock Purchase Plans, 10b5-1 Plans, and Restricted Stock Units. With over 10 years' experience, he looks to enhance the client experience and add additional value to the clients of Vintage Wealth through the financial planning process.
Michael is a CFP® professional. A CERTIFIED FINANCIAL PLANNER™ is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Owned and awarded by the Certified Financial Planning Board of Standards, Inc. the designation is awarded to individuals who successfully complete the CFP® Board's rigorous exam, have a college degree, complete a College Level Financial Planning Course, and have passed background checks and continue ongoing annual education programs to sustain their skills and certification.
Michael completed his Certificate in Financial Planning from the University of Miami. Michael has his Bachelor of Science degree with a major in Management from Menlo College. He holds his Series 6,7 and 63 through LPL Financial and his Series 65 through Financial Advocates Investment Management. Michael also has his California Life & Health Insurance License #0F17714.
Michael is a Calistoga native. He is a member of Kiwanis Club of Napa. When not at Vintage Wealth, you can find him and his wife active at their church, maybe on the golf course, perhaps even fishing or hunting or perfecting his culinary skills on the barbeque at home with family, friends and their two cats, Pinky & Rajah.
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.
Grant Smith
CFP®
Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth Advisors, Grant worked in San Francisco for Oppenheimer. At Oppenheimer, the New York based investment bank and wealth management firm, Grant worked in the private client division of the firm, serving high net worth individuals and families, as well as providing advice for 401(k) and 403(b) plans for small businesses. Grant focuses on holistic financial planning through analysis of each aspect of a given individual's financial wellbeing, namely with respect to retirement planning, college and estate planning, and how each facet of an individual's larger financial picture translates to investment advice tailored to time horizon and risk tolerance.
Grant is an alumnus of Oregon State University, and holds FINRA's Series 7 Registration through LPL Financial and Series 66 Registration through both LPL Financial and Financial Advocates Investment Management, as well as the California State Insurance License. Outside of the office, he enjoys staying involved with the local community; he is a Board Member for the Napa Farmers Market, and a Board Member for Child Start, a nonprofit that focuses on early learning initiatives for young children and their families. He spends free time with friends and family, trying new restaurants, running, and playing golf.
General Information |
| Firm Start Year: | 2015 | |
| No. of Employees: | 5-9 | |
| Insurance License#: | CA Insurance Lic. # 0F17714 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | CA, OR |
| Number of Years with Current Firm: | 3 |
| Work with the following types of clients: | Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Portfolio Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management |
Services |
| Investment Types: | Insurance, Annuities, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Long Term Care, Health, Life, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
Education |
| Bachelor of Science - Management | Menlo College - Atherton
- CA 08/01/2002-12/31/2005 |
FAQs |
What is your approach to financial planning?At Vintage Wealth Advisors, our goal is to design a financial plan that addresses each client's specific financial needs, in the present and for the future. Our extensive development process for financial plans help ensure that client's financial objectives will be clearly defined, appropriate strategies will be identified and implemented, and the plan will coordinate with all areas of a client's financial life. A client's financial plan is one of the most critical resources to begin working towards a financially independent future. Our team has developed a comprehensive and streamlined process for identifying client's goals and putting them on a path for success. Our team develops holistic financial plans, providing clients with the knowledge that their financial life is being addressed in its entirety. Our customized strategies allow clients to make proactive, informed decisions and to approach their finances with confidence. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://www.finra.org https://www.sipc.org |
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Additional Detailed Disclosures |
Disclaimer |
| The Financial Consultants at Vintage Wealth Advisors are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management, Vintage Wealth Advisors, and LPL Financial are separate entities. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ CA CO DC FL IA ID IN KS MT NC NM NV OR TX VA WA TN |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 4:30 PM |
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