Affiliations

George Financial Advisors actively participates in our profession through these major professional organizations. We fully adhere to the professional standards and requirements as set by our professional standards board and affiliations.

National Association of Personal Financial Advisors

Ted George is a NAPFA-Registered Financial Advisor at The National Association of Personal Financial Advisors. NAPFA is the largest professional association of comprehensive, Fee-Only financial planners in the United States with over 1000 members and affiliates, in 45 states. NAPFA members are committed to the Core Value of the organization, agree to follow the NAPFA Fiduciary Oath and Code of Ethics strict fiduciary oath and are required to fulfill significant continuing education requirements.

The NAPFA Requirements that we adhere to include:
•   Fee-only
•   Fiduciary Oath
•   Core Values
•   Code of Ethics
•   Continuing Education Requirements

Learn More at: www.napfa.org

Garrett Planning Network

Ted George is a Member of the Garrett Planning Network Inc. is an international network of fee-only financial advisors and planners. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public’s best interests by making competent, commission-free financial planning and advice accessible to all people through hourly as-needed financial planning. Members bring the shared wisdom of a broad based network of over 300 members with significant experience in financial planning and investment management.

The Garrett Planning Network Requirements that we adhere to include:
•   Fee-only
•   Fiduciary Oath
•   Provide hourly advice with no minimums

Learn More at: www.garrettplanningnetwork.com

Financial Planning Association

Ted George is an active member of the Financial Planning Association and serves on the Board of the Silicon Valley Chapter as the Programs Committee Director. The Financial Planning Association® (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning with thousands of members nationwide. Members include individuals and companies who are committed to championing the financial planning process, cultivating the body of knowledge for financial planning, sharing best practices and facilitating professional development.

The FPA Requirements that we adhere to include:
•   Core Values
•   Code of Ethics
•   Standard of Care

Learn More at: www.fpanet.org

Certified Financial Planner Board of Standards
The Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to - and benefit from - competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by the CFP® Board to use its certification trademark.

Ted George is a CFP^® professional, also known as a CERTIFIED FINANCIAL PLANNER™ professional.

The CFP Board Standards that we adhere to include:

•   Code of Ethics and Professional Responsibility
•   The following Principles that we proudly embrace:
     •   Integrity
     •   Objectivity
     •   Competence
     •   Fairness
     •   Confidentiality
     •   Professionalism
     •   Diligence
•   Rules of Conduct
•   Practice Standards
•   Continuing Education Requirements (30 hours every 2 years)

Learn More at: www.cfp.net