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Executive Financial Planner

George is entering his 31st year as a financial services professional assisting individuals and families with annuity and insurance planning. As a sought after speaker on retirement issues for over twenty years, he has spoken before assembled groups at over 850 seminars. His knowledge base extends into areas of Long-Term Care & Medicaid Planning, and Estate Planning.

George holds life and health insurance licenses in Pennsylvania, New Jersey, Delaware, Maryland, and California. He is also an Accredited Portfolio Management Advisor accredited by the College for Financial Planning. He graduated summa cum laude with a degree in Business Administration and Computer Science from Cabrini University and magna cum laude with an MBA in International Business from the University of Denver.

A proud parent of two thriving young adults, George grew up the son of immigrants in the Delaware Valley. His pursuits include reading, cooking, restoring antiques, and participating and coaching in sports leagues. He volunteers at the Salvation Army as well as at German Hungarian clubs in the region.

Contact Information

Phone: 215.771.4776