Focus: Insurance Strategies, Investment Strategies
Geoffrey L. Kaltenbach is Co-General Agent of MassMutual Pacific Coast. Geoffrey has more than 23 years of experience in the wealth management industry. He and his brother Gregory share responsibility in overseeing the operations and growth of MassMutual Pacific Coast.
In 1983, Geoffrey, along with Gregory, founded and served as Managing Partner of Signature Resources, a financial services company.
Continuing his family’s legacy of leadership, he and his brother were awarded GAMA’s First in Class Award in 2006. Most recently, Geoffrey was selected by Orange Coast Magazine as One of Orange County’s Top Wealth Managers.
Geoffrey is a member of NASBA, CALCPA and FPA, and has lectured extensively across Southern California to accountants, insurance agents and fee-based advisors. In addition, he has worked with a broad range of clientele, from affluent individuals and families, to many of Southern California’s prominent businesses including the San Diego Chargers, as well as charitable organizations, corporations, business entities, banks and various professional athletes and entertainers.
Geoffrey is a graduate of the University of Southern California. He is actively involved in the charitable community and works with organizations such as The Pancreatic Cancer Action Network, The Triplet Connection, Father Serra’s Pantry and St. Michael’s Abbey. In the past, he has served on the board of Padres Contra El Cancer, an organization that helps inner city Hispanic families cope with pediatric cancer.
Geoffrey currently resides in Trabuco Canyon with his wife and 4 children.
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4275 Executive Square Suite 400
La Jolla, CA 92037