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Brian George Email & Phone Number
Managing Member at Planning Network Partners, LLC
at
Planning Network Partners
1 work email found
@phunghi.org
2 phones found area 360
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Member at Planning Network Partners, LLC
Location
Greater Seattle Area, United States
Who is Brian George? Overview
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Quick answer
Brian George is listed as Managing Member at Planning Network Partners, LLC at Planning Network Partners, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at phunghi.org, phone signal with area code 360, and a matched LinkedIn profile for Brian George.
Brian George previously worked as Managing Member at Planning Network Partners and Senior Wealth Advisor at Accurate Advisory Group Inc.. Brian George holds Computer Information Systems from Chapman University.
Company email context
Email format at Planning Network Partners
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{first}@phunghi.org
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AeroLeads found 1 current-domain work email signal for Brian George. Compare company email patterns before reaching out.
Profile bio
About Brian George
As Founder and Managing Partner of Planning Network Partners, I work to strategically empower every investor, including High Net Worth and Ultra High Net Worth individuals, as well as financial advisors, with sophisticated tools and strategies.The primary goal? To amplify wealth, protect assets, and promote charitable giving while minimizing tax burdens. Our Distinct ApproachWealthy individuals, real estate investors, retirees, and anyone striving to optimize their financial resources all share a common aspiration: achieving superior financial returns while minimizing tax liabilities. At Planning Network Partners, we recognize the uniqueness of each client's "why." Our approach is not one-size-fits-all; it's tailored to your specific goals and aspirations.Our interdisciplinary team collaborates seamlessly with your existing financial professionals to understand your financial objectives (succession planning, asset protection, etc.) and the deeper motivations driving them. We then leverage an extensive toolkit encompassing various financial disciplines to help you achieve those objectives. The Power of CharityI am particularly passionate about one aspect of our mission: leaving a legacy. Charitable organizations, he believes, make a profound impact on communities, often more effectively than government programs. Helping charities benefit from increased donations while simultaneously enabling clients to defer and minimize their own tax liabilities creates legacies..Join the ConversationYour financial journey is your own. Through conversation and discovery, we can help you achieve your dreams and goals. If you're ready to unlock the full potential of your financial future, contact us today. Together, we can embark on a journey that transcends traditional wealth management, creating a lasting legacy.Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Listed skills include Asset Allocation, Financial Analysis, Insurance, Investment Strategies, and 7 others.
Current workplace
Brian George's current company
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14 roles
Brian George work experience
A career timeline built from the work history available for this profile.
Managing Member
CurrentPlanning Network Partners, LLC, was formed in 2022 because Brian George believed that his methodology of developing a tight network of seasoned professionals in different fields of finance could benefit other Financial Advisors.Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.As an RIA, Planning Network Partners expands the abilities of our member Investment Advisor Representatives (IARs) to manage an expanded share of their Ultra High Net Worth clients’ portfolios. We are a growing and robust Network of Financial Advisors representing diverse specialties. By working with us, IARs add the capacity to provide complex, inter-disciplinary strategies for the financial challenges the ultra wealthy face. Join Planning Network Partners and move Up Market.
Jan 2022 - Present
Senior Wealth Advisor
Current
Mar 2023 - Present
Managing Member
CurrentAt Charitable Planning Network, we believe that good charitable decisions don't have to be confusing. We provide simple, proven techniques that can help you make the most of your money and help achieve more of your charitable goals.We invite you to review our educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on charitable issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming charitable workshops that you may want to attend.Securities offered through AAG Capital, Inc., member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC, an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Dec 2021 - Present
Managing Director
Charitable Advisors Network
Mar 2020 - Dec 2021
Investment Advisor
Securities and investment advisory services offered through World Equity Group, Inc., member FINRA/SIPC, a Registered Investment Advisor
Dec 2019 - Dec 2021
Financial Advisor
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
Apr 2015 - Dec 2019
Financial Advisor, J.P. Morgan Securities Llc
Feb 2013 - Apr 2015
Financial Advisor
Financial advisor with focus on the long-term individual investor and small business.
May 2008 - Feb 2013
President/Ceo
Phunghi, Inc.
Mar 2003 - Mar 2008
President/Ceo
Information Control, Inc.
Jan 2002 - Oct 2003
Office Manager
Bmt Designers & Planners
Jun 2000 - Jan 2002
Programmer/Analyst
King County
Jun 1998 - Jan 2000
Sailor
Apr 1977 - Apr 1997
1 education record
Brian George education
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Chapman University
FAQ
Frequently asked questions about Brian George
Quick answers generated from the profile data available on this page.
What company does Brian George work for?
Brian George works for Planning Network Partners.
What is Brian George's role at Planning Network Partners?
Brian George is listed as Managing Member at Planning Network Partners, LLC at Planning Network Partners.
What is Brian George's email address?
AeroLeads has found 1 work email signal at @phunghi.org for Brian George at Planning Network Partners.
What is Brian George's phone number?
AeroLeads has found 2 phone signal(s) with area code 360 for Brian George at Planning Network Partners.
Where is Brian George based?
Brian George is based in Greater Seattle Area, United States while working with Planning Network Partners.
What companies has Brian George worked for?
Brian George has worked for Planning Network Partners, Accurate Advisory Group Inc., Charitable Planning Network, Charitable Advisors Network, and World Equity Group.
How can I contact Brian George?
You can use AeroLeads to view verified contact signals for Brian George at Planning Network Partners, including work email, phone, and LinkedIn data when available.
What schools did Brian George attend?
Brian George holds Computer Information Systems from Chapman University.
What skills is Brian George known for?
Brian George is listed with skills including Asset Allocation, Financial Analysis, Insurance, Investment Strategies, Multigenerational Wealth Planning, Retirement Planning, Risk Management, and Strategic Planning.
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