George Acheampong
- Role
- CEO & Managing Partner at Capitalwize, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About George Acheampong
My technical title & expertise is Financial Planner & Investment Advisor. What I really…
Experience
CEO & Managing Partner
Jun 2017 — Present
Capitalwize, LLC is an Financial Planning and Investment Advisory Firm. Our primary clientele is Entrepreneurs and Public Figures. We help our clients evolve their business models to maximize their profits and use their businesses to fund their financial independence.
Education
University of North Carolina at Greensboro
Bachelors of Science, Marketing and Economics
2005 — 2009
Skills
- Retirement
- Small Business
- Employee Benefits
- Disability Insurance
- Retirement Planning
- Financial Planners
- Strategic Financial Planning
- Insurance Planning
- Analysis
- Finance
- Investments
- Budgets
- Risk Management
- Business Development
- Financial Planning
- Essbase
- Long Term Care
- Wealth Accumulation
- Budget Management
- Insurance
- Microsoft Excel
- Strategy
- Public Speaking
- Asset Protection
- Fixed Annuities
- Sales
- Leadership
- Marketing
- Crm
- Wealth Management
- Long-Term Care
- Financial Services
- Strategic Planning
- Estate Planning
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