Geeta Brana Wealth

Geeta Brana Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Geeta Brana Wealth, Financial planner, Bell Work Fort Monmouth, 1 Commvault Way, Suite N102, Holmdel, NJ.

Geeta Brana, CDFA® - Empowering, Educating & Inspiring Women To Invest With Confidence
For full disclosures please see our website at https://www.geetabrana.com/

With all the talk of unequal pay for women, it’s time to start negotiating to get what you deserve. Use these tips to ge...
09/01/2026

With all the talk of unequal pay for women, it’s time to start negotiating to get what you deserve. Use these tips to get a better job offer.

For more than 140 years, AAUW has led the fight for gender equity in higher education and beyond. With a strong record of advocacy and action, AAUW continues to break barriers and defend the rights of women in education and the workplace.

08/31/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

Helping clients build wealth, navigate life transitions and make confident financial decisions.With more than 28 years o...
08/27/2026

Helping clients build wealth, navigate life transitions and make confident financial decisions.

With more than 28 years of experience in global finance and wealth management, my practice focuses on customized investment management, comprehensive financial planning and specialized divorce financial analysis.

Experience. Perspective. Clarity.
That’s what I bring to every client relationship.

— Geeta K. Brana, CDFA®
Founder, Geeta Brana Wealth

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
08/24/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Fallen trees damage property and strain neighborly relations.  Who pays when your tree falls?
08/17/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

📝✨ August is Make-A-Will Month! ✨📝In that spirit, we're raising awareness about the importance of creating a will. Now i...
08/12/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

It isn't whether you should have auto insurance - it's what kind you should have.
08/10/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
08/03/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Happy International Friendship Day! Friendships help us build bonds of camaraderie and trust. Through good times and bad...
07/30/2026

Happy International Friendship Day! Friendships help us build bonds of camaraderie and trust. Through good times and bad, your friends provide support, acceptance and companionship. This Friendship Day, let’s celebrate those small moments that unite us all.

Learn the language of life insurance.
07/27/2026

Learn the language of life insurance.

Address

Bell Work Fort Monmouth, 1 Commvault Way, Suite N102
Holmdel, NJ
07724

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