George Salter Ii, Jd, Mba, Cfp®

George Salter Ii, Jd, Mba, Cfp® Email and Phone Number

CEO at Blossom Wealth Management @ Blossom Wealth Management
George Salter Ii, Jd, Mba, Cfp®'s Location
Alamo, California, United States, United States
George Salter Ii, Jd, Mba, Cfp®'s Contact Details

George Salter Ii, Jd, Mba, Cfp® phone numbers

About George Salter Ii, Jd, Mba, Cfp®

George has been a financial advisor since 2002. Over the years, he has assisted his clients - and his colleagues’ clients – in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER™, CFP®.

George Salter Ii, Jd, Mba, Cfp®'s Current Company Details
Blossom Wealth Management

Blossom Wealth Management

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CEO at Blossom Wealth Management
George Salter Ii, Jd, Mba, Cfp® Work Experience Details
  • Blossom Wealth Management
    Founder, Ceo
    Blossom Wealth Management Jun 2009 - Present
    Alamo, Ca, Us
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  • Blossom Wealth Management
    Partner
    Blossom Wealth Management Dec 2011 - Nov 2020
    Alamo, Ca, Us
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  • Dominican University Of California
    Adjunct Instructor, Business Department
    Dominican University Of California Jan 2009 - Jan 2011
    San Rafael, Ca, Us
    I taught General Principles in Personal Finance. This course introduces personal finance decision-making concepts including financial planning and career planning, spending, saving, borrowing, insurance, consumer product purchases, and investment and retirement decisions which will help students meet the growing complexities of personal budgeting and consumer decision-making.
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  • Smith Barney
    Private Wealth Management
    Smith Barney Apr 2006 - Jun 2009
    New York, Ny, Us
    As a Financial Advisor, I will spend the time to understand my clients' financial concerns and work in partnership with them to develop a customized investment program that can best meet their needs. As my relationship with them builds over time, I will be able to anticipate their changing circumstances and help advise them on appropriate investment strategies.
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  • International Business Advisory Council
    Council Member
    International Business Advisory Council 2008 - 2009
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Sep 2003 - Aug 2005
    New York, Ny, Us
    Basically we help people grow, retain and transfer their assets.
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  • Ameriprise Financial Advisors
    Financial Advisor/Advisor Coach
    Ameriprise Financial Advisors Jan 2002 - Sep 2003
    I wore two hats while at Ameriprise (then American Express Financial Advisors). While I was busy growing my own practice I was also lucky enough to help other advisors solve the wealth management and estate planning needs of their clients. We did it, as I still do now, via comprehensive financial planning.

George Salter Ii, Jd, Mba, Cfp® Skills

Strategic Financial Planning Estate Planning Investment Strategies Private Equity Asset Managment Finance Investments Insurance Retirement Wealth Management Management Wealth Strategic Partnerships Leadership Marketing Due Diligence Business Development Non Profits Entrepreneurship Small Business Strategy Real Estate Portfolio Management Public Speaking Business Strategy Financial Modeling Project Planning Social Media Fundraising Venture Capital Start Ups Mergers Succession Planning Financial Analysis Financial Advisory Strategic Planning Marketing Strategy Research Mergers And Acquisitions Analysis Business Planning Market Research Executive Management International Business

George Salter Ii, Jd, Mba, Cfp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Cfp®
  • University Of San Diego School Of Law
    University Of San Diego School Of Law
    Law
  • Dominican University Of California
    Dominican University Of California
    Pacific Basin Studies
  • Dominican University Of California
    Dominican University Of California
    Political Science
  • Palomar College
    Palomar College
    Liberal Studies
  • Escondido High School
    Escondido High School
    Ge

Frequently Asked Questions about George Salter Ii, Jd, Mba, Cfp®

What company does George Salter Ii, Jd, Mba, Cfp® work for?

George Salter Ii, Jd, Mba, Cfp® works for Blossom Wealth Management

What is George Salter Ii, Jd, Mba, Cfp®'s role at the current company?

George Salter Ii, Jd, Mba, Cfp®'s current role is CEO at Blossom Wealth Management.

What is George Salter Ii, Jd, Mba, Cfp®'s direct phone number?

George Salter Ii, Jd, Mba, Cfp®'s direct phone number is +192583*****

What schools did George Salter Ii, Jd, Mba, Cfp® attend?

George Salter Ii, Jd, Mba, Cfp® attended The American College Of Financial Services, University Of San Diego School Of Law, Dominican University Of California, Dominican University Of California, Palomar College, Escondido High School.

What are some of George Salter Ii, Jd, Mba, Cfp®'s interests?

George Salter Ii, Jd, Mba, Cfp® has interest in Playing Soccer, Mountain Biking, Nicole Davidson, George's Hobbies Include Running, Especially, Hiking, He And His Wife, International Cuisine, And.

What skills is George Salter Ii, Jd, Mba, Cfp® known for?

George Salter Ii, Jd, Mba, Cfp® has skills like Strategic Financial Planning, Estate Planning, Investment Strategies, Private Equity, Asset Managment, Finance, Investments, Insurance, Retirement, Wealth Management, Management, Wealth.

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