George is the Client Service Manager.
George is currently enrolled in UCLA's CERTIFIED FINANCIAL PLANNER™ Professional education program, and is responsible for client services including trading, rebalancing, and transfers. George is also an indispensable member of our Financial Planning Team, and has a passion for assisting clients achieve their goals.
Sackett Wealth Advisors, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Sackett Wealth Advisors, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Sackett Wealth Advisors, Inc. unless a client service agreement is in place.
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Reserve your seat now!
Due to popular demand, we will be holding both an afternoon and evening session of this year's Client Appreciation Event to be held the day after the 2024 Presidential Election.
November 6, 2024
Afternoon Session: 2pm
Evening Session: 6pm