portrait of George Robertson
FINANCIAL ADVISOR

George Robertson

CFP®, AAMS™, CRPC™
9700 Village Center Drive, Suite 150, Granite Bay, CA 95746opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • New Investors
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Volunteering
  • Skiing
  • Hiking
  • Home Improvement
  • Spending Time with Family

Team Members

  • Angela Harris
    Branch Office Administrator
    FPQP®
  • Laurie Buendia
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 676-0402

Fax

(855) 533-6197

Office Address

9700 Village Center Drive
Suite 150
Granite Bay, CA 95746opens in a new window

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