About George
I am a Platinum and Senior Financial Advisor for Ameriprise Financial for the last 13 years. Prior to Ameriprise, I was a self-employed business owner for 6 years, and prior to that a project leader at Solomon Brothers. My expertise is in the area of personal financial planning, and have presented many seminars on retirement, estate, education, and financial planning.
Education
MBA
Licenses
Series 63
Series 65
Series 7
Other Credentials
CFP®
ChFC®
CLU®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2001
Other Credentials
3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.