Chris George, CFP, CLU, CHS, TEP

Founding Partner, Certified Financial Planner

Chris George is a Certified Financial Planner and has been in the industry since 2008. Chris specializes in working with medical professionals and successful business owners to assist with their personal and corporate financial planning. Chris has a deep knowledge of taxation and legal planning as it relates to financial planning, and is a Chartered Life Underwriter and a Registered Trust and Estate Practitioner. Chris volunteers extensively in the financial industry to help other advisors.

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