George Poole Email & Phone Number
Co-Owner @ HFH Planning Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
George Poole Location
- New York, NY, US
George Poole Work
- 2017 -now Co-Owner @
- 2009 -now Financial Strategist @
- 2008 -2011 Personal Financial Counselor @ MHN Government Services
- 2006 -2010 Saving Smart Spending Smart Volunteer @
- 2007 -2008 Wealth Management Product Specialist @
- 1997 -2006 Usher @ Trinity Baptist Church NY
- 1999 -2005 Manager Family Wealth Group @
- 1999 -2005 Manager Family Wealth @
- 1992 -1999 Senior Client Services Manager @
George Poole Education
- College of Financial Planning
ADPA (Financial Planning for Domestic Partners)
2011-2011 - NYU School of Continuing Education
Certificate (Financial Planning)
2006-2006 - NYU Stern School of Business
MBA with Distinction (Finance)
1977-1979 - UNC Kenan-Flagler Business School
BS (Business Administration)
1973-1977 - New Jersey City University
- The Byrnes Schools
George Poole Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- High Net Worth
- Banking
- Financial Planners
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Fee Only Planning
- Portfolio Management
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Financial Services
- Asset Managment
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Investment Strategies
- Ela
- Asset Management
- Credit
- Wealth
- Personal Finance
- Financial Education
- Strategic Financial
- Services
- Series 7
- Securities
- Investment Management
George Poole Summary
- George Poole, based in New York, NY, US, is currently a Co-Owner at HFH Planning Inc.. George Poole brings experience from previous roles at HFH Planning Inc., MHN Government Services, City Harvest and Citi - Citi Family Office. George Poole holds a 2011 - 2011 ADPA in Financial Planning for Domestic Partners @ College of Financial Planning. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, High Net Worth, Banking and more. George Poole has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different George Poole?
Find contact details for 700 million professionals.
Others Named George Poole
George Poole
Co-Owner
New York, NY, US
George Poole
Owner
Louisville, KY, US
George Poole
Senior Project Manager
Helperby, England, GB
George Poole
Senior Supplier Quality Engineer
England, United Kingdom
George Poole
Front Office Manager
London, England, GB
George Poole
Vice President
Elkton, MD, US
Top HFH Planning Inc. Employees
George Poole
Co-Owner
New York, NY, US
Peter May
Financial Planner
New York, United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co