George specializes in small business owners, college planning, retirement planning, endowments and foundations and charitable giving.
Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™
Boston College, M.B.A.
Colby College, B.A., Psychology
Board of Overseers at Beth Israel Deaconess Milton Hospital
Volunteer, pro bono, financial planner for patients at Dana Farber Cancer Center in collaboration with the Financial Planning Association of Massachusetts
Alumni Association of Boston College High School
Alumni Admissions interviewer for Colby College