About George
I spent 25 years as a tech professional and was a client of a financial advisor for 20yrs. Now that I'm on this side of the fence as a CERTIFIED FINANCIAL PLANNER™ practitioner, my mission is to be the advisor I wish I had. As a fiduciary, my goal is to assess your situation and make recommendations and offer strategies that are most appropriate for you. I'm excited to get to know you more.
Areas of focus
Credentials & background
Designations
Education
Carnegie Mellon University
Clients served
Regulatory
- Firm CRD #323834
The firm
Our firm is a leading full-service law firm dedicated to providing exceptional legal representation and strategic counsel to a diverse range of clients. We are committed to understanding our clients' unique needs and delivering innovative, effective solutions. Our team of highly skilled and experienced attorneys brings deep expertise across a broad spectrum of practice areas, including corporate law, litigation, intellectual property, real estate, and more. We pride ourselves on our client-centric approach, fostering strong, collaborative relationships built on trust, transparency, and a shared commitment to achieving successful outcomes. With a strong track record of success and a dedication to upholding the highest professional standards, we are the trusted advisors our clients turn to for their most complex legal challenges.
4435 E CHANDLER BLVD, SUITE 200 PHOENIX, AZ 85048$6.6M assets under management