Geordie Crossan

Geordie Crossan is a Certified Financial Planner (CFP®) with roughly 38 years in the financial-advisory profession. He joined his father's firm, NBS Financial Services, Inc. (based in Westlake Village / Thousand Oaks, California), shortly after college in 1986, working his first seven years as a financial planner/advisor before becoming owner and president — a role he held for about 31 years. Profiles of his career note the generational handoff ("In Dad's Footsteps"), reflecting that he took over and ran the family practice he started at.

He earned an A.A. in Business from Wentworth Military Academy (Lexington, Missouri) and completed the CFP® professional education program at California Lutheran University in 1987. Over his career he has been active in the profession's leadership, serving as a past president of the Ventura County chapter of the Financial Planning Association and of the Los Angeles chapter of the Institute of Certified Financial Planners.

NBS Financial Services has since joined EP Wealth Advisors, a national fee-only/fiduciary RIA serving more than 15,000 clients across the U.S. As the firm put it, the partnership "may change the logo on the door of NBS Financial Services," but clients continue to be served by the same advisory team. Today Crossan practices as a Senior Wealth Advisor in EP Wealth's Westlake Village office, offering comprehensive planning that spans wealth management, investment planning, tax planning, education funding, retirement, and estate coordination. Outside work, his listed interests include pickleball, boating, wakeboarding, off-roading, and travel.

• Practices comprehensive, planning-first wealth management for individuals and families — aligning client finances with personal goals rather than allocating capital into startups.
• Service areas: investment management, retirement planning, tax planning, education funding, and estate planning.
• Operates under a fee-only, fiduciary model through EP Wealth Advisors.
• Emphasizes "long-term relationships built on trust and steady guidance" — his stated approach centers on practical, responsive, ongoing planning.
• No documented thesis for startup, seed, or angel investing; this profile should not be treated as a venture-investor profile.