George Robertson
Financial Advisor, CFP®, MBA, CRPC™
Introduction
I help families gain control over their plans with actionable, experienced and trustworthy coaching, leading to deep, life-changing impacts for my clients.
I earned both a BS degree in economics and an MBA from UC Davis. I’ve spent 20 years studying markets, economics and personal behavioral finance. In addition, I worked at mutual fund companies for eight years and hold professional designations in asset management and retirement planning. As an avid learner, I’m constantly deepening my education and experience to benefit my clients and community.
I live in Folsom with my sweetheart, my 11-year-old son and 8-year-old daughter. I am an active contributor in our community. I love building friendships through service by volunteering at Lakeside church, participating on a school board and having served multiple roles in Cub Scouts. My kids and I enjoy Folsom’s many trails and parks with our Border Collie, but they hate when I tell “dad jokes”. I grew up in Reno where I acquired a love for skiing, water skiing, hiking, fishing and astronomy. See you on the trails or in my office!
Service Team
Diana Siler, FPQP
Client Service Director
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Anna Alarcon
Office Administrator
Joseph Bonacci
Portfolio Management Associate, CFA
David Lovett
Operations Associate
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder
Location & Contact Information
915 Highland Point Dr.
Suite 150
Roseville, CA 95678