George has a passion for developing meaningful relationships with clients, helping them uncover and realize their life’s goals. He understands that true financial advice isn’t prepackaged and is best served in a fee-only, unbiased manner.
Prior to joining the Mosaic team, George created financial plans for clients at UBS in the Silicon Valley region, supporting nearly 100 financial advisors and serving as a subject matter expert in financial planning. Before that, he worked at Vanguard in a client service capacity in addition to leading training initiatives. He started his career as an intern with one of the largest RIAs in the state of Arizona, where he supported the private wealth, institutional, operational, and tax arms of the business. George earned a Bachelor of Science in Economics from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™ and is currently pursuing his MS in Financial Planning and Taxation with an emphasis in Estate Planning at Golden Gate University. He is an active member of the San Francisco Financial Planning Association (FPA) and is a member of the FPA’s NexGen, a national organization supporting the development of young financial planners.
As a new San Francisco resident, you can find George and his girlfriend crossing off countless top ten lists while expanding their newfound wine palate or embarking on urban hikes off the beaten path.
Mosaic Financial Partners
September 2016 – Present
Wealth Planning Analyst
November 2015 – September 2016
February 2013 – November 2015
May 2011 – February 2013