Devin E. Geddings, CFP®
I had the markings of a financial planner from an early age. I made my first budget immediately after receiving my initial allowance and thoroughly enjoyed plotting my spending plan each week. As I learned the complexities of personal finance, I paired practical experience in my father’s CPA office with the planning, critical thinking, and organizational skills I gained from my mother.
During university, my emphasis was environmental studies and business, and I was fortunate to study abroad in Argentina and the Peruvian Amazon. After college, I continued to explore new places and cultures while making plans for my future back home. I spent my post-collegiate weekdays teaching English to children in Thailand and South Korea while studying financial planning in the evenings and weekends.
When I returned to Boise, I found a home at R|W. I completed rigorous training and examination to earn the Certified Financial Planner™ professional and the Accredited Asset Management Specialist ℠ (AAMS ®) designations. Today, as a Wealth Advisor, I play the roles of teacher, coach, and financial problem-solver. The complexities of the changing financial climate require applying my skills with care and caution to help our clients deal with all aspects of Real Wealth: investment and retirement income strategies, liability management, non-portfolio risk management, and estate planning.
I have seen firsthand from my time abroad what individuals from diverse backgrounds can accomplish as a team, and that is exactly what I experience with my colleagues at R|W. Our ensemble of advisors constantly brings fresh ideas to the table, making this an incredible environment to be part of every day.
When I’m home, my husband, Michael, and our furry canine companion, Suai, bring me peace, joy, and happiness — exactly what I want for each of our clients.
Education & Professional Designations:
- University of Oregon, Bachelor of Science in Environmental Studies and Business Administration
- Certified Financial Planner™ Professional (CFP®)
- Accredited Asset Management Specialist℠ (AAMS®)