Wealthscape Advisors

Specialties

George Financial Advisors is an independent financial planning and California Registered Investment Adviser firm. The firm specializes in providing Fee-​Only financial planning services and investment advice to individuals and families. GFA works solely for our clients: as fee-​only advisors we accept no commissions or referral fees thus removing potential conflicts of interest regarding compensation.

We provide Financial Plans and Ongoing Investment Management on a Fee-​Only basis with no product sales, sales loads, commissions or referral fees involved. Whether you have one or two issues, need a comprehensive financial plan, need help implementing your financial plan or need ongoing asset management, we will provide you professional expertise, customized to your personal situation.

History

Established in 2009.

The business was started to provide personal financial planning and investment management on a fee-​only basis. A fee-​only service means that no products are sold, and no commissions or referral fees are received. Our objective advice and guidance is available both on an ongoing basis as well as hourly with no asset management required

Meet the Business Owner

Ted G.

Business Owner

I am very excited about being a financial planner! It allows me to make a difference in your financial well-​being. You may or may not like to think about money and finances. However you probably know that like food or energy, you are not able to live the way you would like without an adequate supply. Whether your financial needs are large or small, I am honored to be able to assist you.

— CFP® professional working in financial services since 2005

— Master of Science in Financial Planning with Highest Honors from Golden Gate University

— Member of The Financial Planning Association and The National Association of Personal Financial Advisors

— President of the Financial Planning Association of Scotts Valley

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®

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