Melissa L George, CFF®, CFS®

Melissa L George, CFF®, CFS®

Founder, Financial Planner, FINRA Arbitrator

Phone: (678) 973-0520
Fax: (678) 412-4171
E-mail:
 

 

For over 20 years, Melissa L. George has provided comprehensive financial planning services to individuals, companies and government entities throughout Georgia and other US states. As an experienced financial planner, she uses a methodical approach to help her clients build, protect, spend, and distribute assets in a way that expands their lives and allows them to live more abundantly. 

The 2 elements which distinguish Melissa from her peers are (1) taking great pride in continually staying abreast of traditional strategies and well as innovative, custom solutions and (2) her moral and ethical obligation as a fiduciary to act in the best interest of her clients. Get to know Melissa a little better in this short 10-minute video:

 

 

EDUCATION: 

  • Georgia State University, BBA
  • Terry College of Business, CFP Course
  • National Association of Certified Financial Fiduciaries: CFF®
  • Institute of Business & Finance: CFS®

EXPERIENCE:

  • Melissa L George & Associates, LLC, 2006-present
  • National Financial Services Group, 2004-2006
  • Madison Financial Group/MetLife, 2003-2004
  • Porraro & Associates/Allmerica Financial, 1997-2003

LICENSES: as of March 2019

  • State Registered Investment Advisory Firm: CRD 2900237
  • Investment Adviser Representative: CRD 144815
  • Series 6, 7, 63, 65, Variable Licensed
  • Georgia Principal Agency Resident #185263
  • Georgia Resident Agent #514447

CERTIFICATIONS: as of March 2019

  • DBE; Georgia United Certification Program
  • MBE: Georgia Department of Administrative Services
  • WOSB/EDWOSB: Small Business Administration
  • SBE/FBE/AABE; City of Atlanta (GA) Office of Contract Compliance
  • M/FBE; Fulton County (GA) Office of Contract Compliance
  • SLBE/MBE/WBE: Clayton County Central Services
  • SLBE; Clayton County Water Authority
  • HUBZone: U.S. Small Business Administration

AFFILIATIONS: as of March 2019

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