Geoff Fellows
Meet Geoff Fellows, an accomplished professional with a diverse background that weaves together financial expertise, legal acumen, and a passion for community service. With an impressive educational foundation, he earned his undergraduate degree from The Johns Hopkins University, followed by an MBA from the University of California, Irvine, and a Juris Doctor (law) degree from The Irvine University.
As the Senior Partner overseeing the Tax and Estate divisions at Embarcadero Capital Advisors, Geoff plays a pivotal role in shaping the strategic direction of these critical aspects of wealth management. In addition to his leadership role, he also serves as the Chief Operating and Compliance Officer, exemplifying a commitment to operational excellence and regulatory adherence.
Geoff brings a wealth of experience to his current position, with a distinguished 22-year career in corporate finance. His journey in the financial landscape took a transformative turn in 2013 when he entered the Wealth Management space. Prior to founding Embarcadero Capital Advisors, he reached the pinnacle of his corporate finance career, holding the positions of CFO and divisional President at an $850 million credit card processor. His extensive background includes active involvement in Mergers and Acquisitions, contributing to transactions totaling over $4 billion.
Beyond the boardroom, Geoff is a man of diverse interests and accomplishments. He has served as a reserve firefighter, showcasing his commitment to community safety. Geoff has also taken his passions to the skies as a civilian pilot, combining his love for aviation with a spirit of adventure. In the athletic arena, he has raced in Kona, Hawaii’s half IRONMAN competition, demonstrating resilience and determination.
Geoff extends his influence into the community through his role on the board of directors for a $1 billion credit union in Southern California. Here, he leads the charge in spearheading the Credit Union’s Financial Education initiative, underscoring his dedication to empowering individuals with financial knowledge.
In his rare moments of leisure, Geoff finds solace and joy in traveling with his family. This passion for exploring new horizons mirrors his approach to both his professional and personal life—dynamic, diverse, and filled with a sense of purpose.
As a leader, professional, and community advocate, Geoff embodies the values of knowledge, integrity, and service. His multifaceted journey reflects not only a wealth of experience but a commitment to making a positive impact in every facet of his life.
