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George Phipps, MBA, CFP®

George Phipps, MBA, CFP®

Wealth Advisor / Registered Representative / Investment Advisor Representative

George has over seven years of business experience in financial services. He is a CERTIFIED FINANCIAL PLANNER™ and has a Master of Business Administration from Southern New Hampshire University, with a concentration in Finance. George also has 10 years experience as US Army Sergeant.

George holds Series 7 & 66 securities registrations with First Allied Securities, Inc. and is a Registered Representative with First Allied Securities, Inc. and Investment Advisor Representative with First Allied Advisory Services. George focuses on a “client first approach” and is goal driven in financial planning; concentrating on investment strategy, asset allocation and qualified retirement plans.