Financial Planner | Financial Services Executive | Investment Advisor Representative
George is a Financial Planner at Barnum Financial Group with over 30 years of experience in the financial services industry. He works with individuals and their families, small business owners, and business executives, providing each with objective advice and quality service. George has a strong commitment to his vision of helping his clients build a strong and dependable path to financial freedom.
To best serve the needs of his clients, George has developed a team of highly experienced professionals with specific areas of expertise that work together to provide each client with personalized solutions tailored to their unique situation.
Since joining Barnum Financial Group in 2002, George has earned numerous recognitions for his work on behalf of his clients. When Barnum was a part of MetLife, he qualified for MetLife’s prestigious Presidents Conference in 2003-2006, 2008, and also MetLife’s Leaders Conference in 2007 and then 2009-2014. George has also been a member of Inner Circle Program, which recognizes excellence in the areas of client services and investment sales, for the past six years. After transitioning to MassMutual, George achieved Conference status in 2019.
George has a strong belief in giving back to those in need of a helping hand. He fully endorses and encourages the team’s efforts towards the highly important organizations in our community. As represented on the Team Goldman website volunteer page, there has been great joy in spending time with local charities and contributing to their causes.
Staying involved and active in the local community, George was a founding board member of the Foundation for Life, Inc., a nonprofit organization that strives to improve the quality of life for the people and families it serves through actions that promote change and deepen connections within our communities. He resides in Trumbull and is very involved with his 4 grown children.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT; CA Insurance License # 0E02353