I partner with multi-generational families in the community who face growing financial complexity by helping them gain control over their finances with actionable, trustworthy strategies.
I earned both a BS degree in economics and an MBA from UC Davis. I spent nearly 20 years studying the markets and over eight years in the mutual fund industry. I apply this education and experience to deeply serve investors, business owners and extended families in our community.
My wife and I live in Folsom, CA where we are actively involved with our son's and daughter's activities, build community through service and enjoy Folsom's many trails and parks with the family border collie. I grew up in Reno where I learned to love skiing, hiking and astronomy, and developed a can-do attitude. I've been a Cub Scout den leader and church volunteer and have served on the preschool board of directors for years – someday, I'll take a vacation!
- Intergenerational Planning
- Wealth Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- New Investors
- College Savings
My Personal Interests
- Spending Time with Family
- Home Improvement
Phone NumberGeorge Robertson at (916) 791-7865
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