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 experience for medical professionals.

“I offer a different 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.”

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