))
This is Exactly Where I am Supposed to Be with Brian George
Manage episode 335246754 series 3368829
Content provided by Charlie Van Derven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charlie Van Derven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Brian George formed Planning Network Partners, LLC in 2022 because he believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors.
In 2021, he created Charitable Planning Network, LLC to help Financial Advisors bring greater value to their clients while delivering more gifts to their clients’ favorite charities. Charitable giving motivated his work, but he also believed that clients could benefit through this collaboration. He formed Planning Network Partners as a RIA in order to help other Financial Advisors capitalize on the growing network of finance professionals.
As a 20-year veteran of the Navy, hailing from the Big Apple originally — specifically the Bronx — he moved to the private sector to work as a Programmer/Analyst and to manage a field office for a subsidiary of a multi-national firm, running their largest IT project, an Enterprise Application for the U.S. Navy, and their Bremerton Field Office. He continued that work after starting his own IT Consultancy, phunghi, inc., and added Strategic Planning for a Boeing Division involved in a Public/Private Partnership with the U.S. Government.
In 1987 he worked as a part-time Navy Relief Counselor teaching young sailors about budgeting and getting out of debt. This experience drove a desire in him to help people manage their finances and a career as a Financial Advisor.
As a Financial Advisor he enjoyed networking with specialists in a variety of fields and learning how their financial tools could work in tandem with other Advisors.
He, his wife and three children now reside in the Puget Sound area of Western Washington. In addition to the roles of husband and father, some of his duties include community theater, playing Bass Guitar, singing in bands, and working with organizations that support Elementary through Undergraduate education.
Connect with Brian:
https://planningnetworkpartners.com
54 episodes
Share
