George Papadopoulos (CFP®, CPA/PFS)
George Papadopoulos focuses in the
following client markets or areas of practice:
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
For over twenty five years, George Papadopoulos, CPA/PFS, CFP®, has helped his clients work toward and realize their most important financial and life goals. A highly-qualified veteran in the financial services industry, George offers his clients a wealth of professional knowledge, coupled with real world experience and personalized service. George was chosen as one of the Wall Street Journal's Experts in Wealth Management in February, 2013. You can check out his Wall Street Journal profile and read some of his quotes in WSJ over the years.
Before starting his independent, Fee-Only financial planning practice in 1998, George worked at Deloitte & Touche LLP, providing individual taxation and personal financial planning services geared toward meeting the special needs of high net worth individuals, corporate executives, small business owners and a wide variety of other clients. Prior to serving his clients at Deloitte & Touche LLP, George worked at a local CPA firm where he specialized in individual, corporate and partnership taxation and small business consulting. Since starting his firm, George has also worked off and on as an independent consultant for the Ernst & Young Financial Counseling Division. Ernst & Young is a global leader in tax, advisory and other large-CPA-firm services.
Additional Information
George received his Certified Public Accountant (CPA) license from the State of Michigan in 1993. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1995, after meeting the rigorous education and experience requirements set forth by the CFP Board of Standards. In addition, George earned his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants in 1996.
Every year, George is required to take more than 40 hours of Continuing Professional Education in order to maintain his professional licenses. He usually takes classes well above the minimum required and he is committed to excellence and continuous improvement.
George holds both a Master of Science degree in Accounting and a Bachelor of Business Administration degree, with honors, from Eastern Michigan University. He is registered with the State of Michigan as an Investment Advisor.
NAPFA Start Date
December 10, 1999