CoverProfile

Fritzner Jean Jr.

Senior Portfolio Analyst

Geometric Wealth Advisors

United States, North Carolina, Charlotte

About Me

Junior joined Geometric Wealth Advisors in 2022. He spent the previous six years with Vanguard in various roles, including as an advisor and investment analyst. While at Vanguard, Junior developed an affinity for the efforts involved with financial planning, investment analysis, and behavioral coaching. Junior joined Geometric to leverage his wealth management experience in helping clients with their investment management needs. Junior lives in Charlotte, North Carolina, with his dog, Leo, near family and friends.

Profile Information

Senior Portfolio Analyst

Geometric Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Jan 12, 2025

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