960 Holmdel Road
Buillding 1 Suite D
Be Financially Fearless
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. To help us get the most from our first meeting, please take a few moments to complete the attached form: Discovery Meeting Checklist
To schedule a complimentary consultation please click below or call 732-546-9315.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Not all clients are alike, and we offer a variety of packages to meet your unique needs.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
At Geeta Brana Wealth our goal is to help women attain confidence, control and certainty over their financial lives. We host regular events & seminars, that are purposefully designed to educate, engage & build your confidence on this financial journey.
See highlights of our Women, Wealth, & Well Being Level Up Party in the video below (1 minute):
Our primary mission is to promote financial wellness through education. At Geeta Brana Wealth we provide access to free articles, blogs, market updates and video resources. Geeta K. Brana is a regular financial contributor to several Monmouth County magazines as well as some National Financial Publications. To access our blog library please click below.
Trust is the foundation of successful marriages. But that doesn't mean couples are always completely honest with each other. Financial infidelity is a risk and the number one reason for marriage disolution. Geeta Brana is well aware of the role that money can play in rupturing relationships. Part of our job is counseling client couples that do not level with each other about how they manage cash.
Please see Geeta Brana's feature interview with Investors Business Daily (IBD).
In the world of finance, the effects of the "confidence gap" can be especially apparent.
These books, organizations, and online resources provide useful information for women in transition.
69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in this infographic.
Senior Vice President, Financial Advisor
Advisor Support Manager