Redwood Investments is ready to offer personalized financial planning and investment services in Blaine after opening its new location in the Loomis Hall Building at 288 Martin Street, Suite 302.
David Geske, who opened Redwood Investments’ doors on November 1, said he fell in love with upper Whatcom County while visiting clients who retired to Blaine. After 19 years in Irvine, California, the slower pace of Blaine and Birch Bay was a welcome change for Geske.
“The services are for people looking to grow capital or create retirement income,” said Geske, who is a Raymond James advisor. “There are customized solutions created for each client.”
Geske’s credentials include being a certified financial planner, which is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning and retirement. He is also a certified plan fiduciary advisor, which means he has knowledge and expertise when working with group retirement plans.
“I create carefully thought out, predictable retirement plans with regularly scheduled communication,” Geske said.
The Blaine and Birch Bay community is an underserved market where business owners and retired community members can benefit from Redwood Investments’ relationship-oriented financial advice, Geske said. He aims to give prospective clients personalized services with the best research available.
This year, Geske plans to focus on building personal and business relationships in the community. He has joined the Blaine Chamber of Commerce, and will be volunteering for the Blaine Harbor Music Festival in July.
Geske said his first priority is to build a clientele in Whatcom County before opening accounts in Seattle, where his business has already garnered interest.
Currently, Geske is splitting his time between Blaine and Irvine because of clients who are still in California, but his goal for the next few years is to transition long-term to Blaine. Geske is the sole Redwood Investments employee in the Blaine office, but he envisions growth potential if the right circumstances come along.