Stephen has been a licensed registered representative since 1994 after earning a BS in Finance from Bentley College that same year. He currently holds a Series 7, 24, 63, 66 and a CA Life Insurance license. He also completed California Tax Education Council tax preparer courses in 2005 and 2009 and earned a Laureate in Wealth Strategies from the Southern California Institute in 2008.
Prior to joining Goodsell & Company Financial Services in 2012, Mr. Geribo owned and operated his own accounting and financial services company, CounterPoint Financial Services, LLC. He has also worked in the past as a financial advisor for Dunham & Associates, Citizens Bank and Fidelity Investments.