Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we strive to educate individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and it can provide increased benefits to our clients.

Meet Our Team

Geoff Cleveland

Managing Principal / LPL Senior Financial Advisor / Founder

(908) 315-3745

geoff.cleveland@lpl.com

Geoff Cleveland is a financial service professional celebrated for his straightforward, professional approach to advisory services. In his role Managing Principal of Janus Gate Financial, Geoff expands on his vision of the successful advisor-client dynamic, one built on life-long relationships aligned with a disciplined investment style centered around goals-based planning. Prior to founding Janus Gate Financial, Geoff achieved a distinguished career path punctuated by advisory positions at some of the most storied firms in financial services, among them RBC Wealth Management, JP Morgan Chase Bank NA, and Merrill Lynch Wealth Management. 

Originally from Burlington County, NJ, and having spent 15 years in Washington, DC, Geoff and his family currently reside in Cranford, NJ, where they are very active in the community. Geoff is a member of the Cranford Jaycees, is a volunteer and fundraiser for Shriners Hospitals for Children, and serves as an alternate delegate from Cranford to the Union County Transportation Advisory Board.