Jack George

Jack is the first person who warmly welcomes you to the office and promptly responds to your calls. As a recent graduate of San Diego State University with a degree in International Finance, Jack brings a fresh perspective and versatile skillset to his role. His experience in facilitating account transactions and handling general inquiries reflects his dedication to providing excellent client service. Jack is genuinely enthusiastic about assisting you with any questions, concerns, or appointment scheduling that may arise during your financial journey.

Beyond his professional pursuits, Jack finds joy in outdoor adventures like hiking, displaying his musical talents by playing the guitar, and honing his golf swing. Most recently, Jack climbed Half Dome in honor of his mother. His multifaceted approach to life not only showcases his commitment to professional growth but also highlights his vibrant and adventurous spirit outside the office. His registrations include series 7, 63 and 65 licenses.