About My Practice
George Paniculam is the president of Financial Planning & Management Center, Inc. (FPMC) a Registered Investment Advisory Firm in Maryland with 26 years experience as a financial planner. FPMC and its associates have over 400 clients. Our clients are mostly professionals such as physicians, dentists, engineers, business owners and executives.
Our mission is to help clients with their financial goals. We help our clients implement comprehensive financial plans to best achieve their goals such as retirement and children's college costs. FPMC believes in a disciplined saving approach is a must to achieving financial success, to this end we use the state of the art computerized software using a diversified investment portfolio. We advocate the use of insurance to protect clients and their family's financial security in the event of death, disability or accidents.
George is a licensed insurance agent and Registered Representative with Securities Service Networking, a non-affiliated Nationwide Broker/Dealer. We recommend the best Mutual Funds and Tax Deferred Annuities to fund clients' goals. With more than 9,000 mutual funds available today, and it takes a lot more than identifying last years' winners to be financially successful. We help our clients build a successful investment portfolio. George spends over 3 hours a day reading the Investors Business Daily, U.S. News & World Report, Forbes, Money Magazine, Morningstar Mutual Funds and other financial journal to keep up with the economy and market trends.
George offers seminars on Retirement Planning, Asset Protection Strategies, Estate Planning, Tax Planning, Long-term care, Strategic Asset Allocation and mutual fund and annuity selection. Neither George nor his firm or associates offer proprietary investment products and hence give unbiased recommendations on the investment products to best achieve their clients' financial goals.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 6, 65
Life insurance: MD,VA,DC,FL, Health/disability insurance: MD, Fixed annuities: MD,VA,DC, Variable annuities: MD,VA,DC,FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.