Geeta K. Brana

My goal is to empower and inspire women to feel confident and take charge of their financial futures

Geeta K. Brana

Senior Vice President,
Financial Advisor

About Geeta

Geeta K. Brana provides comprehensive wealth management and customized asset management advisory services to women in transition.

Geeta has over twenty years of experience in the International Capital Markets. Her career started in London in 1995 with Lloyds Capital Markets where she trained in all aspects of International finance and credit analysis. She joined Sumitomo Mitsui Banking Corporation in 2000, where she gained extensive experience of structuring and trading debt packages for multinational corporations throughout the United Kingdom, Eastern Europe, US and Japan.

In 2003, Geeta began her career in the U.S. with Smith Barney’s Wealth Management Division, (Citigroup) turning her extensive knowledge to helping individuals. In a primarily male-dominated environment, she was able to build a successful wealth management practice in Washington DC and later New York City working with high net worth individuals and institutions.

After a career break while her children were young, Geeta has returned to wealth management through Freedom Capital Management (FCM), a boutique independent advisory firm with deep roots in Monmouth County, NJ.

In her spare time Geeta is a public speaker, facilitator of wealth workshops, financial columnist for Monmouth County Woman magazine and an advocate for women’s empowerment and education. Geeta is also the Founder of a volunteer organization, “WHEEL” (Women, Helping Educate & Enhance Life). Currently, the focus of Geeta’s practice is on “Women in Transition”; assisting women in all phases of their lives.

Contact Information


960 Holmdel Road,
Building 1,
Holmdel NJ 07733

Email Address