Headshot photo of Jack Geise, Volunteer Financial Mentor @ 3rd Decade

Volunteer Financial Mentor

Jack Geise

CFP®
Passionate About...
Budgeting Insurance Investing

Jack Geise is an Associate Wealth Advisor at Corient. He holds the CERTIFIED FINANCIAL PLANNER™ certification. Jack graduated from St. Bonaventure University with his Bachelor of Business Administration and Master of Business Administration (MBA) degrees. While at St. Bonaventure University, Jack also played on the Division 1 Men’s Golf team, serving as co-captain the last two years of his college career. Jack is originally from Cleveland, Ohio, but now resides in San Diego, California. During his downtime, he enjoys spending time with family and playing golf.

Get to Know Jack

What is a quote you like to live by? "Success is in the struggle."
What is a book or film that changed your life? Two books - The Compound Effect & Atomic Habits
What is your reason for volunteering? I'm excited to help young adults achieve their financial goals.

Invest in Futures. Join us for

A Financial Literacy Luncheon

April 23, 2026

Tucson, Arizona