JacQueline M. Geary, CFP®, C(K)P®, AIF®

JacQueline M. Geary, CFP®, C(k)P®, AIF® is the founder and owner of Ravo Financial Strategies, LLC, where she helps individuals, families, business owners, and retirement plan sponsors bring clarity and coordination to their financial lives. With nearly three decades of experience in the financial services industry, JacQueline is known for her thoughtful, hands-on approach and her commitment to helping clients make informed decisions aligned with their long-term goals.

As a CERTIFIED FINANCIAL PLANNER^® professional, JacQueline believes that important financial decisions should never be made in isolation. Her practice is built on the principle that investments, retirement planning, insurance, business strategy, and employee benefits all work together to support a client's broader vision for the future. Through Ravo Financial Strategies, she provides personalized guidance designed to simplify complexity and create meaningful, lasting outcomes.

In addition to her CFP® certification, JacQueline holds the Certified 401(k) Professional (C(k)P®) and Accredited Investment Fiduciary (AIF®) designations, underscoring her expertise in employer-sponsored retirement plans and best practices. She works closely with businesses and plan sponsors to deliver strategic retirement plan consulting, participant education, and ongoing oversight

JacQueline founded Ravo Financial Strategies to offer clients a more coordinated and relationship-driven planning experience. Her philosophy centers on accountability, transparency, and responsive service, with an emphasis on understanding each client's unique priorities and circumstances.

Based in Saddle Brook, New Jersey, JacQueline and her team are dedicated to helping clients navigate financial decisions with confidence, whether they are preparing for retirement, growing a business, or planning for future generations. Through disciplined planning and ongoing relationships, she strives to help every client move from complexity to clarity.