George is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. Since 2010, he has broad experience working with clients across the wealth spectrum, from clients just starting out on their investment journey to depending on those investments well into retirement. He gained that experience working at larger financial institutions such as Vanguard and UBS in addition to several boutique wealth management firms. Prior to joining Facet and most recently, he worked at Grove, a financial planning tech start-up based in San Francisco. Since helping to wind down Grove, George is fortunate to continue the mission of making financial planning more affordable and accessible to everyone at Facet.
Education: Arizona State University (BS), Golden Gate University (MS)
"One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again." - Abraham Maslow
Get to know George
Justine and I stopping to capture a typical SF day before we rode bikes across the Golden Gate Bridge.
My friends and I went to Europe for New Year’s and this is Berlin’s fancy train station during the holidays.
This is Lucy and baby Ziggy in a Costa Rican animal Sanctuary. We were also fortunate enough to see some in the wild too.
Justine and I on top of Edinburgh castle with views of the Hub and Arthur’s Seat.
What's the best meal you've ever had?
I haven’t been to India yet but the best Chicken Tikka Masala I’ve ever had was at a restaurant called Dishoom in London.
If you could visit anywhere in the world you've never been, where would you go?
I’d love to sail from Lisbon through the Strait of Gibraltar to Mallorca with a boatload of good friends.
What was the best concert you ever attended?
I had an amazing time at the Gorge Amphitheatre in central Washington listening to my favorite group Above & Beyond along with other artists on their record label. The views of the gorge and Columbia River were absolutely phenomenal, especially during sunset. That venue hosts a wide array of artists and I’d highly recommend it if you haven’t already been!
Where's your favorite place in the world?
A pub in Dublin on a cold day drinking a pint of the world’s best beer, Guinness.