George Hurley, CFP®
Wealth Manager
George serves as a Wealth Manager, working directly with clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, George offers his clients a truly comprehensive planning experience. Prior to joining Create Planning, George served as a Vice President – Financial Advisor at a national private bank, where he was involved in portfolio construction, financial plan creation and execution, investment management, and investment research for high-net-worth and ultra-high-net-worth clients.
George received a Bachelor of Arts degree in economics from Indiana University Bloomington. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
George lives in the city and enjoys traveling, watching movies, weightlifting, golfing and cheering for the Indiana Hoosiers.
Articles by George Hurley, CFP®
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