George’s education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating at the top of his class with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001.

These graduate studies laid the foundation for the global investment program that George runs today. Whether working for a gold mine in Ghana, traveling extensively through Spain and Brazil, or learning about winegrowing in the Rhinegau region of Germany, George was constantly aware of the interconnected global economy. These experiences, combined with advanced research on behavioral finance during law school, have given George a truly unique perspective on financial planning and
wealth migration.

George has been a financial advisor since February 2002. Over the years, he has assisted his clients - and his colleagues’ clients – in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER™, CFP®.

Today, George helps business owners, corporate executives, and other successful individuals grow, protect and transfer their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles during portfolio creation. He believes that the companies best able to compete in the 21st century will be conscious about how they impact society and the environment in addition to being profitable financially.