George Salter Ii, Jd, Mba, Cfp® Email & Phone Number
area 925
LinkedIn matched
Who is George Salter Ii, Jd, Mba, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
George Salter Ii, Jd, Mba, Cfp® is listed as CEO at Blossom Wealth Management at Blossom Wealth Management, based in Alamo, California, United States. AeroLeads shows phone signal with area code 925 and a matched LinkedIn profile for George Salter Ii, Jd, Mba, Cfp®.
George Salter Ii, Jd, Mba, Cfp® previously worked as Founder, CEO at Blossom Wealth Management and Partner at Blossom Wealth Management. George Salter Ii, Jd, Mba, Cfp® holds Cfp® Designation, Certified Financial Planner™, Cfp® from The American College Of Financial Services.
Email format at Blossom Wealth Management
This section adds company-level context without repeating George Salter Ii, Jd, Mba, Cfp®'s masked contact details.
Review company-level records connected to George Salter Ii, Jd, Mba, Cfp® before choosing the right outreach path.
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®.
Listed skills include Strategic Financial Planning, Estate Planning, Investment Strategies, Private Equity, and 40 others.
George Salter Ii, Jd, Mba, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
George Salter Ii, Jd, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Partner
Adjunct Instructor, Business Department
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.
Private Wealth Management
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.
Council Member
Financial Advisor/Advisor Coach
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® education
Cfp® Designation, Certified Financial Planner™, Cfp®
Juris Doctor, Law
Mba, Pacific Basin Studies
Ba, Political Science
Aa, Liberal Studies
Ge
Frequently asked questions about George Salter Ii, Jd, Mba, Cfp®
Quick answers generated from the profile data available on this page.
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 Blossom Wealth Management?
George Salter Ii, Jd, Mba, Cfp® is listed as CEO at Blossom Wealth Management at Blossom Wealth Management.
What is George Salter Ii, Jd, Mba, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 925 for George Salter Ii, Jd, Mba, Cfp® at Blossom Wealth Management.
Where is George Salter Ii, Jd, Mba, Cfp® based?
George Salter Ii, Jd, Mba, Cfp® is based in Alamo, California, United States while working with Blossom Wealth Management.
What companies has George Salter Ii, Jd, Mba, Cfp® worked for?
George Salter Ii, Jd, Mba, Cfp® has worked for Blossom Wealth Management, Dominican University Of California, Smith Barney, International Business Advisory Council, and Merrill Lynch.
How can I contact George Salter Ii, Jd, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for George Salter Ii, Jd, Mba, Cfp® at Blossom Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did George Salter Ii, Jd, Mba, Cfp® attend?
George Salter Ii, Jd, Mba, Cfp® holds Cfp® Designation, Certified Financial Planner™, Cfp® from The American College Of Financial Services.
What skills is George Salter Ii, Jd, Mba, Cfp® known for?
George Salter Ii, Jd, Mba, Cfp® is listed with skills including Strategic Financial Planning, Estate Planning, Investment Strategies, Private Equity, Asset Managment, Finance, Investments, and Insurance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial