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George Salter
CEO at Blossom Wealth Management
George Salter II, JD, MBA, CFP®, is a seasoned financial advisor with extensive experience in creating and implementing estate and business succession plans for clients. Since February 2002, George has been dedicated to assisting individuals in growing, protecting, and transferring their assets. He holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in incorporating triple bottom line investment principles into his advisory services, emphasizing the importance of social and environmental impact alongside financial profitability. George specializes in helping clients instill values and leave a lasting legacy, with a focus on thematic and green investing to secure a sustainable future.
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Location
Alamo, California
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