George Rabon CFP® AIF®

“I want to understand each client’s goals and financial picture, then build a personalized approach that brings together financial planning, investment management, and tax planning.”

George brings a strong accounting background to his work with pre-retirees, retirees, business owners, and physicians. With a Master’s in Accounting focused on taxation, George brings a tax-aware perspective to financial planning and investment management. He takes the time to understand each client’s circumstances and develops personalized strategies that bring together retirement planning, investments, tax considerations, and long-term goals. For George, the most rewarding part of his work is building relationships with clients, understanding what matters to them, and helping them make thoughtful financial decisions as they work toward their goals.