Geller & Lehmann, LLC Employee Directory
Financial ServicesMassachusetts, United States1 Employees
Geller & Lehmann, LLC functions as the financial planning and counseling division of Cooper & Lehmann, LLP, a CPA firm. It is led by founding members Sandi Geller, MPH, CFP, and David Lehmann CPA/PFS, CFP, with Sandi based in the Boston office and David in the Baltimore main location. The division operates from Newton Center, Massachusetts. Within the financial services industry, the division provides planning and counseling to clients of the CPA firm. The operation is small in scale, reflecting its status as a focused unit within Cooper & Lehmann, LLP.