George Financial Advisors is a California Registered Investment Adviser.
           See Disclosures for Important Consumer Information..
5900 Butler Lane, Suite 130, Scotts Valley CA 95066  831-438-6000
Copyright © 2012 George Financial Advisors LLC All Rights Reserved.
                       Contact Us
to schedule a no cost, no obligation initial consultation in which we will review your requirements and provide an estimate. Appointments are available in Scotts Valley, Campbell, your home or by phone.
George Financial Advisors adheres to the NAPFA Fiduciary Oath which means that we will always act in good faith in your best interests and disclose any conflicts of interest. We will also not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product.
Planning is an unnatural process; it is much more fun to do something.
- Sir John Harvey-Jones - 

Financial Planning Philosophy



Financial planning is a process that helps you figure out where you are financially today and where you want to be in the future. It then helps you determine the best way to get there. With George Financial Advisors the process involves an initial in-depth review of your current financial situation and then the creation of a blueprint on how to achieve future goals and objectives. We adhere to the philosophy that the financial-planning process has seven distinct steps. See
the 7 Steps to Financial Success for more detail on this unique process.

A comprehensive financial plan is made up of many strands. Each strand has its own set of detailed issues to consider. Each strand is also fundamentally intertwined with every other strand. We will assure that all strands are fully addressed, paying more attention to those areas which are less developed or understood. The strength of each strand then combine with all the others to form a strong financial plan. As with a strong knot, you can trust this well prepared plan will carry you through both fair weather and stormy times.


Be Prepared. Live Well.



Our Services



Find the Personal Financial Service that is right for you:

•   Financial Planning and Advice Services
•   Investment Services