About Us

George Financial Advisors is a California Registered Investment Advisory firm providing independent, fee-only financial planning, investment advice and investment management. We are based in Scotts Valley, California, with appointments available in Scotts Valley, Campbell, you home or by phone.

Our Mission

Our overriding mission is to enable you to Live Well. We help you achieve this through a collaborative financial planning process in which the first task is to fully understand what Living Well means to you. Achieving your unique goals is the bullseye towards which your financial and investment plans are targeted.

Our Approach

We understand how important your money is to you. We will patiently work with you to understand your situation. We will always be objective and never judge you so you can feel comfortable providing us the detailed information we need to do our best work for you.

We believe that every person is unique, and that their unique wants, needs and experiences demand an individual, personalized approach to get the best results. Our advice will always be based on your particular situation which we have meticulously come to learn from meeting with you and analyzing the information you provide.

We maintain your confidentiality. You can be sure that the information you provide will be protected by our professional and personal ethics, as well as security practices which are based on our in-depth knowledge of information and network security.

We believe in an independent and fee-only approach to financial services. Our independence enables us to objectively make recommendations that are right for you, with no organizational or compensation related pressures compromising our judgment. Our fee-only approach further enhances this independence as our only compensation for our work comes directly from you. You can be 100% sure that our advice and actions are truly objective and in your best interest.

Our Virtual Back Office of Experts

Our service is greatly enhanced by being a member of the Garrett Planning Network. Through our shared virtual office, we have immediate access to hundreds of financial planners nationwide. They are part of our team of experts that we can utilize in addressing your unique situation.

Available to All People

Our services are available to everybody. We provide financial planning by the hour with no minimum asset or net worth requirements and no requirement for an ongoing relationship. This allows anybody to seek targeted advice for the exact issues they need addressed at an affordable price.

Our Professionalism

We are proud to provide you with the highest level of professionalism in everything we do. In addition to our principal's financial services experience, he has extensive professional experience from his previous career in high technology. His experiences as a senior corporate manager, small business owner, and consultant have honed his skills in many areas including analysis, problem solving, professional relationships, customer service and an uncanny attention to detail. His Masters of Science in Financial Planning degree provides an additional level of education and knowledge not typically available.

George Financial Advisors follows the requirements for being a Registered Investment Adviser in California as well as the related state and federal statutes. We also fully adhere to the professional standards and requirements defined by our professional standards board and affiliations. See Affiliations for more Information

We maintain our knowledge both through our active practice, and through happily meeting the extensive continuing education requirements of the CFP Board and NAPFA.