George Castrillon, Certified Founders Group Associate
An Entrepreneur’s Business Succession Journey
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Certified Exit Planning Advisor (CEPA)
Certified Plan Fiduciary Advisor
As a wealth manager, George’s practice focuses on helping high-net-worth individuals and families take a more comprehensive approach in efficiently managing their financial affairs. His background as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Certified Exit Planning Advisor (CEPA) and Certified Plan Fiduciary Advisor provides his clients an essential resource in helping them have a more holistic view of their finances. From providing tax minimization solutions to planning for retirement or creating risk adjusted investment portfolios to managing insurance coverage, “finances” doesn’t mean just one thing for most people—and “financial planning” means much more than just investing. Bringing all the pieces of someone’s financial life together is a challenging task. George’s extensive training, including more than a decade of industry experience and credentials, which hold him to rigorous ethical standards, provides his clients the comfort of knowing their wealth strategies are appropriate for the complexities of the changing financial climate—and that his recommendations are made in their best interest. With an intense focus on service, George delivers solutions for complex financial matters, including helping middle market business owners transition ownership of their business to third parties, employees, management, etc., as well as creating tax-efficient portfolios for investors.
Outside of the office, George enjoys traveling, exercising, kayaking, skiing, hiking, camping and any excuse to appreciate the beautiful outdoors.