Investment Advisor Representative/CPA & CFP®
George is a Certified Financial Planner (CFP®) and an Investment Advisor Representative for PPA. He brings two decades of experience to his work as an Investment and Financial Advisor. He works closely and collaboratively with clients in shaping their overall financial strategy, managing their investment portfolios, and helping them develop a cohesive wealth management plan – providing guidance on investments, insurance, retirement saving, and estate and trust planning.
In addition, George has over thirty years of experience in the tax and accounting field, and has developed a deep expertise on taxation and planning issues that impact individuals, businesses, and trusts and estates. George previously taught the income tax planning section of the Fairleigh Dickinson University’s Certified Financial Planning® program, in addition to conducting seminars for other accountants and the general public on tax and related issues. He is regularly quoted in various publications.
George holds a B.A. degree in Accounting from William Patterson University. He is the past Treasurer and Vice President of Habitat for Humanity of South Ocean County and past Board Member of the South Ocean County Chamber of Commerce. George lives in New Jersey with his wife and two children and enjoys family time on the water, boating, and fishing.