With over a decade of experience in finance, George seeks to build lasting wealth and relationships with his clients. Utilizing personalized investment opportunities, he has helped many individuals, families, and small businesses pursue their financial goals. Leaning on his experience in the fast-paced investment industry, George takes an educational and collaborative approach with clients. "Know what you own and know why you own it," is one of his favorite quotes, as it speaks to his straightforward, transparent, and fundamental advising style.
George holds Series 7 and Series 66 securities registrations, Life and Health Insurance licenses, and degrees in Finance and Economics from the University of Oregon.
Growing up on the Big Island, George enjoys the many pleasures the open spaces provide, including golf, fishing and team roping. Always the competitor, he competes in events in all three and supports the Hawaii chapter of the American Cowboy Team Roping Association.
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† Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Advisory services are only offered by Investment Adviser Representatives. Registered address and phone number: American Savings Investment Services, 300 North Beretania Street Honolulu, HI 96817. (808) 735-1717.
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