George Financial – Creating a Relationship Built on Trust
George Financial offers a comprehensive suite of wealth management strategies designed to assist affluent families and individuals with their retirement and estate planning. Whether you need to plan for an important life event or simply create a more secure future, our team will collaborate with you in building trust-based relationships.
Early Life and Education
George was fortunate enough to have his family name synonymous with education in Rochester, NY and his parents were supportive. Despite budget and time limitations, George was able to achieve the education of his dreams at Edsma School where he learned from some of the area’s finest educators. In addition to traditional core curriculum courses, they offered an impressive coed athletic program and excellent residential housing complex. Furthermore, George received generous financial aid as well as access to an exceptional library.
George’s journey as a Certified Financial PlannerTM began with an opportunity to join an esteemed Central Florida firm. There, he developed his knowledge in investment management, group retirement plan design and retirement planning for executive deferred compensation and 401(k) plans.
Now, he applies this expertise to a smaller firm in his hometown of Orlando where he helps small business owners manage their wealth and ensure their most important priorities don’t get overlooked.
George will always provide you with the highest quality service, whether he’s working with you on your holistic financial plan or providing ad hoc advice. Every solution is tailored around what matters most to you – George is eager to assist in reaching your objectives and safeguarding your family – so let’s connect today!
Achievements and Honors
George has achieved remarkable professional success throughout his career and been recognized by his peers for his accomplishments. He has earned several industry awards and is a member of numerous professional organizations.
George is a third generation financial advisor who has amassed an extensive network of contacts within the industry. With over 26 years of experience and over $400 million in assets under his belt, George enjoys unparalleled access to resources.
George has dedicated his career to serving his community and being involved with several charitable organizations. He is a Rotary Club member and currently chairs the Annual Salvation Army Bellringing Project.
George has a deep-seated passion for helping small business owners manage their finances. He understands the significance of receiving quality advice at an affordable cost, which is why he founded his own firm in 2020.
As an advisor, his mission is to assist clients in creating a secure financial future by identifying their individual goals and creating strategies to reach them. This involves providing education on various products and services as well as personalized one-on-one advice.
George is a certified public accountant with extensive expertise in taxation and investment management. Additionally, he holds the Accredited Investment Fiduciary designation and is affiliated with both Maryland Society of Certified Public Accountants and American Institute of CPAs.
George is a financial advisor who specializes in working with high net worth families on their cross-border wealth needs. He assists clients create an integrated plan that addresses retirement, estate and income planning.
He assists clients in understanding the intricacies of asset allocation and portfolio management. He holds both the Chartered Mutual Fund Counselor (CMFC) and Chartered Retirement Planning Counselor (CRPC) designations.
His net worth is estimated to be $11 million, according to his 2020 Personal Financial Disclosure Report. Unfortunately, no bank accounts, stocks or real estate have been reported for him.