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Brian George

Succession & Legacy Planning for Entrepreneurs, Business Owners, Real Estate Developers, Attorneys & Medical Professionals - Financial Planning - Charitable Planning - Legacy Planning

Brian George is a seasoned financial professional with a focus on helping professionals and business owners grow and safeguard their wealth during their earning years and plan for their retirement and legacy.

With a background in financial services dating back to 1987, Brian has worked in various roles within reputable organizations like World Equity Group, Wells Fargo Advisors, J.P. Morgan Securities LLC, and Edward Jones, gaining extensive experience in the industry.

Currently serving as the Managing Director at Charitable Advisors Network, Brian's mission is to assist individuals in creating a lasting impact through financial planning, estate management, and philanthropic endeavors.

Brian is dedicated to supporting causes close to his heart, both within his professional capacity and as a community volunteer. Living in the Puget Sound area of Western Washington with his family, Brian is not only a financial expert but also a musician, actor, producer, and active member of various charitable organizations.

His passion for financial education and philanthropy shines through in his work, reflecting a genuine commitment to helping others achieve their financial goals and leave a meaningful legacy.

Brian George
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Location

Greater Seattle Area