George Phipps, MBA, CFP®
Wealth Advisor / Registered Representative / Investment Advisor Representative
George has over a decade of 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 Cetera Advisors LLC and is a Registered Representative with Cetera Advisors LLC. and Investment Advisor Representative with Cetera Investment Advisers LLC. George focuses on a “client first approach” and is goal driven in financial planning; concentrating on investment strategy, asset allocation and qualified retirement plans.