Welcome!

Are you looking for a financial adviser that is completely objective? Are you looking for a personal financial planner that really cares about your unique personal and financial situation? If you are then you have come to the right place!

As an independent, fee-only financial planner and investment adviser, George Financial Advisors provides you the personalized, objective advice you need to address your concerns. We provide our planning and advice services on an hourly basis with no minimum requirements. This allows you to affordably address just those issues that are on your mind, with no further commitment required.

So whether you have one or two issues, need a comprehensive financial plan or need help implementing a financial or investment plan, we will provide you professional expertise, customized to your personal situation.

A few of the top issues that we address:

•   Retirement Planning
•   Investment analysis and management
•   College Funding                                                Learn More
•   Living on a Fixed Income
•   Insurance Needs Analysis
•   Debt Management
•   401(k) Plan Rollover
•   Roth IRA Conversion

Contact Us to schedule a no cost, no obligation initial consultation in which we will review your requirements and provide you an estimate. Appointments are available in Scotts Valley, Campbell, your home or by phone.