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Melissa George, AIF®, CFF, CFS®  (She/Her)

Melissa George, AIF®, CFF, CFS® (She/Her)

Founder & CEO, Financial Planner

Office: (678) 218-4900
Fax: (678) 412-4171
E-mail:
 

Melissa began her career in financial services in 1997 with several respected National financial planning firms. Since 2006, she has served as the Chief Executive Officer of InvestHER Fiduciary Solutions, a State Registered Investment Advisory & financial planning firm. Melissa has worked extensively with families, small-business owners, and city/county government entities with specialized services in developing bulletproof retirement income plans, and business cost-containment strategies. As an experienced financial planner, Melissa 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.

EDUCATION & PROFESSIONAL DEVELOPMENT: 

  • Georgia State University: Bachelor of Business Administration
  • Center for Fiduciary Studies, a division of Fi360, Inc.
  • Goldman Sachs OMBW Business Scholar
  • National Association of Certified Financial Fiduciaries
  • Institute of Business & Finance: Certified Fund Specialist
  • University of GA/Terry College of Business CFP Certificate Program

LICENSES:

  • Georgia Principal Agency Resident License #185263
  • Georgia Resident Agent License #514447
  • Non-Resident Agent Licenses: CA, FL, IN, MI, NC, NY, OH, TN, TX, VA as of 3/1/2024
  • Investment Adviser Representative: Series 65, CRD 2900237
  • State Registered Investment Advisory Firm: CRD144815
  • Former Registered Representative: Series 63, 7

DESIGNATIONS:

  • Accredited Investor Fiduciary®
  • Certified Financial Fiduciary®
  • Certified Fund Specialist®
  • FINRA® Arbitrator

CERTIFICATIONS:

  • AABE/FBE/SBE: City of Atlanta Office of Contract Compliance
  • DBE: MARTA - Georgia United Certification Program
  • MBE: National Minority Supplier Diversity Council
  • MBE: Georgia Department of Administrative Services
  • MBE: Georgia Department of Administrative Services
  • MFBE: Fulton County Government
  • WBE: WBENC - Greater Women's Business Council
  • WOSB/EDWOSB/HUBZone: Small Business Administration

AFFILIATIONS:

 

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