Get to know George Phipps, CFP®

George Phipps, CFP®

Wealth Manager

George has over a decade of experience in financial services and is a 10-year U.S. Army veteran. He came to us after three years at Financial Directions working with high-net-worth clients and C-suite executives to provide advice on complex tax, estate, and investment topics, specializing in the life sciences and startup market. Previous to that, he was at Fidelity Investments for five years helping families through foundational planning and investment advice.

George is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the Series 7 and Series 66 securities exams. He also received his Master of Business Administration from Southern New Hampshire University, with a concentration in finance.

In his free time, he enjoys spending time with his wife, Jennifer. They like working on home projects and doing Spartan races together.