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George Salter

CEO at Blossom Wealth Management

George Salter II, JD, MBA, CFP® is the Founder and CEO of Blossom Wealth Management, a financial advisory firm. He has been a financial advisor since 2002 and has extensive experience in the field.13

Education and Qualifications

George holds multiple degrees and certifications:

  • BA in Political Science from Dominican University of California
  • MBA in Pacific Basin Studies from Dominican University of California
  • Juris Doctor (JD) from the University of San Diego School of Law
  • CFP® (Certified Financial Planner) designation from the American College for Financial Planning1

Professional Experience

  • Founded Blossom Wealth Management in June 2009
  • Previously worked at Smith Barney, Merrill Lynch, and Ameriprise Financial Advisors
  • Taught as an Adjunct Instructor in the Business Department at Dominican University of California from 2009 to 20111

Expertise

George specializes in comprehensive financial planning, estate planning, and business succession planning. His unique perspective on financial planning and wealth management is informed by his diverse experiences, including working at a gold mine in Africa and conducting research on behavioral finance during law school.3

Company Philosophy

At Blossom Wealth Management, George and his team focus on holistic wealth management strategies, combining financial planning with a commitment to sustainability. The firm serves a diverse range of clients, including individuals, families, and organizations across various wealth levels.23

Highlights

Aug 9 · indyfin.com
George Salter - Indyfin
Jun 1 · blossomwm.com
Who We Work With : - Blossom Wealth Management

Related Questions

What inspired George Salter II to start Blossom Wealth Management?
How has George Salter II's experience at Smith Barney influenced his approach at Blossom Wealth Management?
What are some notable achievements of George Salter II in his career?
How does George Salter II integrate his legal background into his financial advisory services?
What sets Blossom Wealth Management apart from other financial management firms?
George Salter
George Salter, photo 1
George Salter, photo 2
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Location

Alamo, California