George has an undergraduate degree with a Bachelor of Science in business administration with an emphasis in finance, insurance, and real estate from California Polytechnic University, Pomona. Following his college education, George spent eight years in the banking industry and concluded his journey at Wells Fargo Bank in 1986 as a middle market lender analyzing and extending commercial loans to businesses. The experience at Wells Fargo provided Geroge with a firm understanding of the risks inherent in investing money whether it be lending to borrowers or an individual’s capital being committed to stock or bond markets. After his endeavors at Wells Fargo, George joined Merrill Lynch in their Beverly Hills office until 1998 when he moved to Sutro & Company. Sutro was acquired in 2022 by RBC Dain Rauscher which in 2009 became RBC Wealth Management. 
During his 31 years of experiences in the financial service industry, he has coached clients through every type of market cycle, from the “crash” of 1987, through the “internet bubble” of 2000, to our current market environment. His robust experience through volatile markets and his determination to help his clients perform regardless of the market environment has made him a trusted and experienced wealth planner for clients of all ages. 
George resides in Orange County with his wife and three children. He has previously served on the board of Community Counseling Services which provides services for families in need in the Pico-Union area of Los Angeles. His spare time consists of attending his children’s soccer games, and scouting activities and staying healthy and active.