Molly George

After five years in the business, I decided that in order to serve my clients with a more holistic approach, I needed to become a certified financial planner. My designation covers a broader spectrum of planning activities that I knew would be good for my current clients and future ones. Financial security is much more than an investment portfolio. Becoming a CFP (Certified Financial Planner) meant being able to go to the next level in helping every person meets their specific financial goals and objectives.