portrait of George K Andrade
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About George

We like to serve ordinary people and help them do extraordinary things.

1. WHO WE SERVE
We help a select group of families manage their financial assets so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, business professionals, entrepreneurs and multigenerational families who have accumulated assets, yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence and leave a lasting legacy.

2. WHAT WE PROVIDE
a. Goals-centered advice and superior service
b. Thought leadership and behavioral coaching
c. Help to organize, build, protect and transfer...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Divorce Finances
  • Sustainable investing
  • LGBTQ+ Finances

Work History

  • Edward JonesOctober 2000 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Art Center College of DesignBachelors

Personal Interests

  • Dancing
  • Drawing
  • Tennis
  • Music
  • Art & Theater

Team Members

  • Ana Evans
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat 10:00AM - 01:00PM
Sun Closed

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