George McClennen

About George McClennen

40 years of Insurance Industry auditing, leadership, and governance; 25+ years of varying CFO roles; now also a licensed insurance agent, securities advisor and financial planner, gives me a unique perspective on both corporate operational and distribution challenges, as well as with people\'s personal financial challenges. Available for temporary CFO roles, CFO mentoring for young, developing CFOs, for Board governance roles (currently hold two paid non-Exec positions as well as NFP roles), and, for operational and governance consulting customized to your organization\'s needs. And, if you are now finally focusing on your personal financial planning, or, still not focusing on your PFP, I would love to help you. Preparing for that next step in life isn’t always easy. Product and advisor advertising can be confusing and or in conflict with each other. What should you believe? What is best for you to do? My combination of experience, professionalism and access to a wide variety of products, experts and services can help you meet your financial goals, estate strategies and insurance needs. Talking with someone, maybe an unbiased second opinion designed to educate you and make you confident in PFP decisions would help you! Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance advice and protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Experience

1. Broker

   Vista Wealth Solutions

   Feb 2019 — Present · Bala Cynwyd, PA

Education

• The George Washington University

  Bachelor's Degree, BBA - Concentration in Accounting

  1972 — 1976