Geoffrey Hakim, CFP is the CEO & Founder of MCM Wealth, founded in 1997.  Mr. Hakim has 45+ years of experience in wealth management, investment advisory, portfolio management, finance, and commercial real estate.

His current roles at MCM Wealth include overseeing the firm (with partner Bob Hoyt), leading estate planning and business owner exiting services, and growing the firm.

Mr. Hakim’s former experience 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 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.