George Epitropoulos

About George Epitropoulos

As a financial advisor and CERTIFIED FINANCIAL PLANNER®, I help individuals manage their wealth—coordinating planning, investing, and major financial decisions as life and responsibilities grow.Without a clear plan and careful coordination, it’s easy for taxes, missed opportunities, or poor timing to quietly cost you years of potential growth. I help individuals coordinate planning and investing, and work with your tax and estate professionals so nothing is overlooked and every decision supports your life and legacy goals.When this is done well, you keep more of what you earn, avoid costly missteps, and can be more confident that your financial decisions are working together to support your life goals—both now and in the future.If you’re looking for a clear, coordinated way to manage your financial life, I’d welcome a of the office, I am actively involved in my local Greek-American community, and also enjoy golfing and coaching soccer - staying connected with my alma mater.

Experience

1. Wealth Associate

   Confluence Financial Partners

   Mar 2024 — Present · Pittsburgh, PA, US

   As a CERTIFIED FINANCIAL PLANNER®, I help individuals manage their wealth—coordinating planning, investing, and major financial Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.

Education

• 2ο ΓΥΜΝΑΣΙΟ ΠΑΛΑΙΟΥ ΦΑΛΗΡΟΥ

  Middle School Diploma

• Winchester Thurston School

  High School Diploma

  2007 — 2011

• University of Pittsburgh

  Bachelor of Arts (B.A.), Economics, Sociology

  2011 — 2015

Skills

• Economics
• Marketing
• Mathematics
• Event Management
• Community Outreach
• Financial Accounting
• Accounting
• Soccer Coaching
• Sales
• Team Leadership
• Event Planning
• Advertising
• Nonprofit Organizations
• Social Media
• Strategic Planning
• Nonprofits
• Editing
• Public Relations
• Social Networking
• Writing
• Social Media Marketing
• Statistics
• Fundraising
• Management