firstname.lastname@example.org | 206.281.7700
A fourth generation resident of Seattle, WA, George began his financial and investment services career in 1983 with a small regional broker/dealer where he quickly rose to the position of Vice President. In 1988, seeking a business model better aligned with his vision of providing unparalleled client service and unbiased investment advice, George established his own independent practice. Now a part of the Coldstream team, George continues to provide his clients access to industry-leading technology, unbiased investment research, and objective advice and guidance. A CERTIFIED FINANCIAL PLANNER™ (CFP™) professional, George holds his Washington State Life, Disability, Long Term Care and Variable Annuity insurance licenses.
A trained military stenographer during the Vietnam War, George enjoys spending time with his family, dining out and a broad range of outdoor activities, including hiking, biking and scuba diving. He also enjoys traveling whenever he gets the chance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My passion will always be centered on helping clients clearly identify their investment objectives and pursue their goals with confidence.