Brian George Email & Phone Number
Senior Wealth Advisor @ Accurate Advisory Group Inc.
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Brian George Location
- Kirkland, WA, US
Brian George Work
- 2023 -now Senior Wealth Advisor @
- 2022 -now Managing Member @ Planning Network Partners
- 2021 -2025 Managing Member @
- 2020 -2021 Managing Director @ Charitable Advisors Network
- 2019 -2021 Investment Advisor @
- 2015 -2019 Financial Advisor @
- 2013 -2015 Financial Advisor, J.P. Morgan Securities LLC @
- 2008 -2013 Financial Advisor @
- 2003 -2008 President and CEO @ Phunghi, Inc.
- 2002 -2003 President and CEO @ Information Control, Inc.
- 2000 -2002 Office Manager @ BMT Designers & Planners
- 1998 -2000 Programmer and Analyst @ King County
- 1977 -1997 Sailor @
Brian George Education
- Chapman University 1996-1999
Brian George Skills
- Taxefficient Strategies
- 401k Rollovers
- Investment Strategies
- Investments
- Risk Management
- Microsoft Excel
- Program Management
- Business Analysis
- Marketing
- Services
- Wealth Preservation Planning
- Asset Allocation
- Financial Analysis
- Insurance
- Strategic Planning
- Financial Services
- Retirement Planning
- Multigenerational Wealth Planning
- 401k Planning
- 401 Planning
Brian George Summary
- Brian George, based in Kirkland, WA, US, is currently a Senior Wealth Advisor at Accurate Advisory Group Inc.. Brian George brings experience from previous roles at Planning Network Partners, Charitable Planning Network, Charitable Advisors Network and World Equity Group. Brian George holds a 1996 - 1999 Chapman University. With a robust skill set that includes Taxefficient Strategies, 401k Rollovers, Investment Strategies, Investments, Risk Management and more. Brian George has 1 mobile phone numbers on RocketReach.
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