George Joseph
Financial Planner, Investment Advisor Representative at Strategic Financial Group
- Role
- Financial Advisor, Investment Advisor Representative at Strategic Financial Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About George Joseph
As a Financial Planner and Financial Services Representative, I provide individuals…
Experience
Financial Advisor, Investment Advisor Representative
Feb 2020 — Present · Houston, TX, US
Education
Institute of Cost Accountants of India
ICWA, Cost Accounting
1983 — 1990
The American College of Financial Services
ChFC, Financial Planning and Services
2011 — 2013
University of Kerala
Master's Degree, MCom.
1978 — 1980
Skills
- Iras
- Life Insurance
- Investments
- Fixed and Variable Annuities
- Business Succession Strategies
- Property & Casualty Insurance
- 401k Rollovers
- Business Owners Benefit Plans
- Employee Benefit Plans
- Roth Ira
- Disability Insurance
- Long Term Care Insurance
- Securities and Mutual Funds
- College Saving Plans
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