About My Practice
George Financial Advisors is a California Registered Investment Advisory firm providing independent, fee-only financial planning, investment management and wealth management. We are located in Santa Cruz, Los Gatos and Palo Alto.
Our Mission Our compelling mission is for you to LIVE WELL. Understanding what this means for you and preparing to achieve it are the first steps we will take together. Achieving your unique life vision is the ultimate outcome we will work tirelessly to achieve by providing you the best financial guidance for your unique circumstances.
Our ApproachWe understand how important your money is to you. We will patiently work with you to understand your situation. We will always be objective and never judge you so you can feel comfortable providing us the detailed information we need to do our best work for you.
We believe that every person is unique, and that their unique wants, needs and experiences demand an individual, personalized approach to get the best results. Our advice will always be based on your particular situation which we have meticulously come to learn from meeting with you and analyzing the information you provide.
We maintain your confidentiality. You can be sure that the information you provide will be protected by our professional and personal ethics, as well as security practices which are based on our in-depth knowledge of information and network security.
We believe in an independent and fee-only approach to financial services. Our independence enables us to objectively make recommendations that are right for you, with no organizational or compensation related pressures compromising our judgment. Our fee-only approach further enhances this independence as our only compensation for our work comes directly from you. You can be 100% sure that our advice and actions are truly objective and in your best interest.
I have over 8 years of Financial Services experience, and I am actively involved in this profession as a member of the Financial Planning Association, the National Association of Personal Financial Advisors and the Garrett Planning Network.
My PastPrior to my financial services career I had a successful high technology career for over 25 year. I held technical and senior management positions in startup, medium and large companies in software engineering, information technology and professional services. I also provided information technology consulting services to small business owners for over 7 years. My experiences have honed my skills in many areas including analysis, problem solving, professional relationships, customer service and an uncanny attention to detail.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Masters of Science in Financial Planning
Considerations: Our Top Services: 1)Ongoing investment management. 2)Financial Planning with no minimum requirements. Call to set up an initial consultation to see how we can best serve your needs.
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