4340 Redwood Highway
Global Retirement Partners employs some of the industries leading professionals to support you, your business and most importantly, your clients! Our elite team has vast industry experience and is a mix of industry veterans and young professionals that have exceled in the advisor support space.
Our back office support specialists aid in the day-to-day activities that all financial advisors face to provide that highest level of support possible. With some of the most elite financial advisors in the country affiliated, a top tier level of service is what our advisors have come to expect. The offering to these specialists not only creates efficiencies in their operations, it aids in the overall growth and differentiation of their independent businesses. We believe that our services, technology and level of support are unparalleled in the industry
Chief Executive Officer
Geoff White is the CEO of GRP Financial. He is recognized as an industry leader, and is the driving force behind our company values and our strategic vision. He is constantly pushing the organization to exceed...
President, Chief Compliance Officer
Cosmo Gould has over 10 years of Financial Services experience including; Compliance, Investment Banking, Brokerage Operations, Options Trading, Retirement Plan/ERISA. Prior to joining GRP, Cosmo was Chief Compliance Officer of...
Chief Administrative Officer
An accomplished financial services executive with more than 30 years serving in various capacities in the industry, Mr. Zambito spent the first half of his career working in retirement services during the pioneering days of defined...
Chief Operating Officer
A financial services professional with over 20 years of wide ranging experience in the industry, Mr. Frierson joined GRP in April of 2016 as Principal and Director of Business Transitions. In these roles Russ is overall responsible for...
Director of ERISA Compliance, Principal
Jason Jeskey is the Head of ERISA Compliance for Global Retirement Partners. Jason is responsible for providing technical expertise related to plan design and interpretation, legislative and regulatory updates, DOL/IRS correction...
Director of Compliance
Pat Destein began her career in the securities industry in 1978, working as a Senior Examiner with the San Francisco office of the NASD (now FINRA.) In 1982, Pat started a consulting firm, Brokerage Resources specializing in broker...
Senior Compliance Analyst, Principal
Aimee Price serves as GRP’s Senior Compliance Analyst and is also a registered Principal with LPL Financial. With more than 15 years’ experience in the Financial Services Industry, Aimee has expertise in the areas of client...
Director of Risk Management, Principal
Don joined GRP in 2018 coming from LPL Financial’s Business Risk Management department and brings more than 22 years of experience in the financial services industry. Don brings to this position a diverse background in branch...
After spending seven years in the property and casualty insurance industry, Daren joined a registered investment advisor in 2008. At this firm he managed a team responsible for developing investment policies and the corresponding...
Client Service Specialist
Cindy Folger is a Senior Operations Professional with over 35 years of extensive experience and knowledge in the Financial Services industry. Prior to Global Retirement Partners, Cindy worked at Financial Telesis Inc., managing &...
Sean Morey has over 7 years of compensation experience in Financial Services. Prior to joining GRP, Sean was a compensation coordinator for Financial Telesis, a Broker Dealer and RIA with nearly 500 advisors and roughly 90 Million in...
Compliance Analyst, Principal
Migon is the fee coordinator for GRP and prior to that held a similar position with Financial Telesis and she has been in the Financial Securities industry for over 12 years. Migon has managed small businesses for more than 30 years...
Lien Tran serves is an Operations Specialist with Global Retirement Partners/GRP Financial. With more than 20 years of experience in project management, city planning, architecture, and real estate, Lien provides interdepartmental...