Dr. Bob George


Senior Financial Advisor
CERTIFIED FINANCIAL PLANNER ® (CFP ®), Series 7, 24 and 66 registrations;
Distinguished Service Cross, Purple Heart, United States Army, Vietnam 1971

Experience: 18 years

Education: Bachelor of Science, Wake Forest University; Doctor of Medicine, University of Kentucky; Certificate of Accounting, Duquesne University

Specialty Areas: Wealth management and retirement plans with specific expertise for medical professionals.

“I offer a unique perspective as a physician and a financial advisor. My goal is to treat my client’s financial concerns with the same level of care as they use to care for their patients.”