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
- Senior Wealth Advisor @ (March 2023 - Present)
- Managing Member @ Planning Network Partners (January 2022 - Present)
- Managing Member @ (December 2021 - March 2025)
- Managing Director @ Charitable Advisors Network (March 2020 - December 2021)
- Investment Advisor @ (December 2019 - December 2021)
- Financial Advisor @ (April 2015 - December 2019)
- Financial Advisor, J.P. Morgan Securities LLC @ (February 2013 - April 2015)
- Financial Advisor @ (May 2008 - February 2013)
- President and CEO @ Phunghi, Inc. (March 2003 - March 2008)
- President and CEO @ Information Control, Inc. (January 2002 - October 2003)
- Office Manager @ BMT Designers & Planners (June 2000 - January 2002)
- Programmer and Analyst @ King County (June 1998 - January 2000)
- Sailor @ (April 1977 - April 1997)
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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