Geoff Sokol in

Geoff Sokol

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Private Wealth Advisor at GT Investment Management
📍 Los Angeles Metropolitan Area, United States

Geoff Sokol is a Private Wealth Advisor at GT Investment Management, focusing on financial planning and alternative strategies for business owners. His career includes extensive international experience in private equity and business development in Japan, Vietnam, and Korea. He holds Series 7 and Series 66 licenses and is a University of Arizona alumnus.

Residing in Los Angeles with his wife, Geoff is passionate about athletic competition, particularly mixed martial arts. A seasoned traveler, he also enjoys reading, writing, and whiskey. His global career has provided him with deep cultural and business perspectives from living and working across Asia and the Americas.

Unique fact: Geoff is fluent in five languages: Japanese, Vietnamese, Spanish, and Portuguese, in addition to English.

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Experience
9 Years
Current Role
Private Wealth Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Geoff cares about

Wealth for Business Owners
His professional focus is helping entrepreneurs build wealth, protect assets, and implement alternative financial strategies, bridging the gap between business and personal finances.
International Business
Spent over a decade leading business development and private equity operations in Central America, South America, Japan, and Vietnam, giving him a global perspective.
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Career

Work history

6-2024
Private Wealth Advisor
GT Investment Management
7-2023 - 6-2024
Financial Advisor
Ameriprise Financial Services, LLC
8-2022 - 8-2023
Private Equity, Consultant
Self Employed
6-2020 - 8-2022
Vietnam Country Director, University of Arizona Global
University of Arizona
1-2016 - 12-2021
Operations Director, Private Equity Consultant
APAX Holdings, Egroup
In the press

Media appearances

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Education
2009 - 2012
Bachelor's degree
University of Arizona
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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