Geoff Degener,
CFP®, CPFA

Geoff is a founding member at Ausperity Private Wealth, dedicated to helping clients preserve and grow wealth and transition their financial legacy for generations to come. Geoff applies his quantitative and analytical skills, working with our team to formulate tailored wealth management strategies for our clients. He holds the Certified Plan Fiduciary Advisor (CPFA®) and CERTIFIED FINANCIAL PLANNER®, CFP® designations.

A former business owner, Geoff focuses on advising hardworking individuals whose ambitions and sacrifices have garnered success for themselves and their families. Whether guiding clients who have launched an enterprise or helped accelerate a company’s growth, Geoff helps them optimize the value and meaning of their wealth. His goal is to earn our clients’ confidence and trust continuously, through diligence, responsiveness, and integrity.

For the first time in his career, Geoff ranked #33 in AdvisorHub's 50 Next Gen Advisors to Watch list for 2023. Geoff also ranked #148 in AdvisorHub’s 1000 Advisors to Watch list, 250 under $1Bil for 2024.

Geoff earned a bachelor’s degree at James Madison University in Virginia, where he also pitched for the JMU Dukes baseball team. A lifelong baseball fan, he enjoys sharing his knowledge of the game with the youth in his community. Geoff wears many hats coaching youth baseball, among other sports in his local community. Geoff began coaching youth baseball in 2019, and since that time, his teams have amassed 2 District Titles, 3 State Championships, and 1 Regional Championship. Off the field, he serves as a Trustee with Moorestown Youth Baseball Federation Board of Directors to help continue to keep kids involved and enjoying youth sports.

Geoff lives in Moorestown, New Jersey, with his wife, Amy, and their four children: Austin, Beau, Kate, and Davis, along with their Weimaraner, Tucker. To learn more about Geoff, connect with him on LinkedIn.

*AdvisorHub’s Next-Gen Advisors to Watch (2023), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.

**AdvisorHub’s 1000 Advisors to Watch Under $1B (2024), created by AdvisorHub, created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.