Experience

Andy has devoted over 40 years to building relationships with his clients in the securities industry. He has advised them in creating and managing their individual portfolios. Andy has been an advocate of educating his clients in building their assets, and mentoring his colleagues. Andy graduated from California State University in Los Angeles with a Bachelor's degree and a Master's degree. He emphasizes asset allocation and total portfolio management. Estate planning for his clients has left their families with a strong legacy.

Andy holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

Greg has worked with Andy for the past 25 years managing clients and building their wealth in the equity and fixed income markets. Greg is a very responsive and well-informed team member. He has worked in building very valuable portfolios for individuals addressing their educational and retirement needs. He is a co-manager with Andy. Greg plays a very important role and is an integral part of The Geller Group. He is one of the team's strengths.

Greg holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B69371.

Julia has worked with Andy in the financial markets for over 20 years. She is responsible for the administration of The Geller Group. Julia oversees all trading, reviews portfolios, and prepares marketing materials. Julia is a native Southern Californian. She graduated from the University of Southern California with a Bachelor of Arts degree in English. She became an English teacher for the Los Angeles Unified School District. Julia is fluent in Japanese and enjoys golf and traveling.