Genevieve George, CFP®, CPA, CFE, CDFA®

Senior Financial Advisor

  • Focus: To be a true resource to the clients and families we serve as well as our community.
  • Education: B.A in Accounting, University of Central Florida and M.S. in Accounting, Walden University
  • Certifications: CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Certified Divorce Financial Analyst (CDFA®)

Gen is a Senior Financial Advisor and planner who loves working with her clients. With 18 years of professional experience, she is passionate about helping individuals and families plan, build and protect their wealth. She works with her team, in partnership with the client, to shape their goals in the areas of building wealth, charitable giving, college savings, retirement, divorce and estate planning and everything in between. She aims to be a true resource, going above and beyond whatever aspect she is managing. Mostly she enjoys connecting with her clients, diving into the details of their financial affairs and building trust in the accomplishment of monumental goals.

Making a difference….

Away from work, Gen enjoys looking for shark’s teeth at the beach with her husband and two boys. If she’s not at the beach, you may find Gen exercising her creative energy through painting and other crafty activities. In addition, Gen has a deep passion for her work with several charitable organizations in her area, especially two local Impact100 chapters including Impact100 Martin where she was a founding member and served in various board roles over the years and Impact the Palm Beaches where she currently serves as Vice President. She is most proud of the fact that her ongoing philanthropic work continues to have exponential impact within the community she cares so deeply for.