Ted George (CFP®, MSFP)

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

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Wealthscape Advisors, LLC is an independent, fee-only California Registered Investment Advisor firm offering wealth advisory services. We serve busy professionals, families and retirees who want peace of mind regarding finances, so they can focus on what matters most in life.

Your wealth is about more than just your investment portfolio. It’s an interrelated landscape covering cash flow and spending, human capital, investments, employee benefits, retirement planning issues, Social Security and Medicare, risk management, college funding, tax and estate planning.

Our services are based on this holistic understanding of your unique circumstances, values and goals.

Visit our website to learn more and then call us to get started!

Our Top Services:

1 )Wealth Management

2 )Ongoing Investment Management.

Call to set up an initial consultation to see how we can best serve your needs.

 

Additional Information

Ted George is a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science in Financial Planning. He is actively involved in his profession, previously serving as the Chairman and President of the Financial Planning Association of Silicon Valley, and is a NAPFA Registered Financial Advisor at the National Association of Personal Financial Advisors.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

NAPFA Start Date

July 17, 2008

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This Office

331 Soquel Ave Ste 212 Santa Cruz, CA 95062-2331 Phone: (831) 438-6000