George Middleton (BS, CFA®, CPA/PFS, MBA)

George Middleton focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Financial planning
  • Tax planning
  • Investment management
  • Estate Planning
  • Charitable giving

Additional Information

I take an holistic approach to my clients needs.  Finances do not exist in a vacuum.  Finances are an integral part of family dynamics.  Seeing the whole picture is important in understanding how finances can be used to enhance the overall quality of life.

NAPFA Start Date

March 05, 2002


This Office

1111 Main St Ste 630 Vancouver, WA 98660-2978 Phone: (360) 524-3517 Fax: (360) 694-2802