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About George Christman
With more than fifteen years of combined experience in financial services, George Christman and his team are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
George's extensive experience, throughout major shifts in the market, enables him to help clients structure balanced portfolios to address their specific goals. He has been recognized as a Platinum Counsel Advisor for 2015 and 2016. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
In addition, George has earned his Certified Private Wealth Advisor® (CPWA®) professional certification, which takes a holistic and multidisciplinary approach. This advanced training is designed to help him address the sophisticated needs of his high net worth clients.
Education
Investment and Wealth Institute
Certified Private Wealth AdvisorOglethorpe University
Retirement Benefits Planning, Investment Planning, Insurance PlanningPark University
Bachelor of Science in Management/Finance