608 Silver Spur Road #100
Rolling Hills Estates, CA 90274
PROFESSIONAL SERVICES AND EXPERIENCE:
George is a Certified Financial Planner and partner with the PVG Group at RBC Wealth Management. He has 12 years of industry experience in helping high-net worth families with their wealth management needs. He has significant experience and skill in helping clients address a wide range of financial priorities. He is adept at helping clients clarify their key objectives and creating a customized strategy that makes sense to them. With an intense focus on service, he delivers sophisticated strategies and solutions for complex financial matters ranging from selling of closely-held business’s to tax-efficient portfolio strategies for investors in the highest tax bracket. Through the wealth management philosophy of PLAN WELL – INVEST WELL – LIVE WELL created by his team, he employs a holistic wealth management approach that looks beyond the numbers in preparing custom wealth plans for every client.