Geoffrey Hakim is the Founder, Principal, and CEO of MCM Wealth and has proudly served Marin County. He also sits on the Investment Committees for both MCM Wealth and AMP l.

Mr. Hakim has 40+ years of experience in portfolio investment strategy, retirement planning, asset allocation, wealth management, finance, and real estate. He founded MCM Wealth in 1997, began utilizing alternative investments for clients in 2000, and is the firm’s leader and visionary.

Mr. Hakim’s former work included Merrill Lynch and a Marin County boutique wealth manager. Before moving from Boston to San Francisco in 1990, Mr. Hakim spent 14 years working in Boston’s downtown office space market where he was co-owner of both a commercial brokerage firm and founder of a
development firm.

Mr. Hakim earned his CFP in 2001 through UC Berkeley and attended the University of Massachusetts, Wentworth Institute, and Boston Architectural College.