Request a Meeting

Request a Meeting

George James

Wealth Manager

George serves as a Wealth Manager, working closely with his clients to identify their goals and develop customized, comprehensive financial plans and solutions. Practicing in retirement planning, investment management, estate planning, tax planning, risk management, employee benefits and education planning,

George covers all aspects of professional wealth management. He is a firm believer that because everyone’s situation is different, a personalized financial plan offers the best way to achieve your goals.

George has spent his entire career in the financial services industry and has developed an in-depth knowledge serving clients with comprehensive wealth management. Prior to joining Creative Planning, he spent over 10 years as Financial Planning Manager at a national investment advisory firm.

George earned a Bachelor of Science degree in Business from Excelsior College in Albany New York where he graduated with honors. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

George and his wife, Jessie, love adventure travel. When he’s not planning his next trip, George enjoys hiking, weightlifting and spending time with family and friends.

*See all Creative Planning disclosures and sources.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021