J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
6yrs
Based in Los Angeles, California, Geert Criel is a fiduciary financial advisor with 6 years of industry experience. Geert has been with Pasadena Private Wealth since 2022. Pasadena Private Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
OfficeLos Angeles, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.67 million
Advisors at the firm18
States licensed ?1 state
Services through Pasadena Private Wealth
Financial planningInvestment management for individuals and small businessesManaging private fundsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowPasadena Private Wealth, LLCCurrent firm
Contact Geert
Los Angeles, CAOffice · Get directions Firm main line(626) 993-9300Headquarters: Pasadena Private Wealth · Pasadena, CA Firm websitewww.pasadenaprivatewealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Geert
Tailored to Geert’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Geert
How do I contact Geert?
Call Pasadena Private Wealth at (626) 993-9300 and ask for Geert Criel. Geert works from the Los Angeles, CA office.
How long has Geert been a financial advisor?
Geert has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Geert hold?
Series 65. Tap any license on this page to see what it allows.
Is Geert a fiduciary?
Geert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Geert paid?
Pasadena Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Geert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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