Germi Cloud

Germi Cloud, CRPC®, is a Senior Vice President and Financial Advisor with more than 15 years of experience helping individuals and families prepare for and navigate retirement. 

Germi works with clients to develop retirement strategies aligned with their goals, values, and financial circumstances. His work includes retirement income planning, Social Security claiming strategies, investment allocation, distribution planning, Medicare and healthcare considerations, risk management, and coordination with clients’ tax and legal professionals on estate and tax-related matters.

Known for his approachable style and commitment to exceptional client service, Germi believes every financial plan should begin with listening. He takes the time to understand each client’s priorities, concerns, and long-term objectives. He focuses on educating clients so they can make informed decisions throughout different stages of their financial lives. He aims to build long-term relationships with clients and their families and serve as an ongoing resource as their needs evolve.

Outside the office, Germi enjoys spending time with his wife, Lashon, and their three children, Brandon, Hannah, and Alex. He enjoys hiking, camping, fishing, and giving back to the community by volunteering alongside his family in support of local youth athletic programs.