George Munoz

For over a decade, George has been an experienced and driven financial advisor that recognizes that everyone’s economic situation and life stage is unique.  He has served both the private and public sector with financial education for law enforcement, educators and business owners at all levels. Prior to changing careers into the financial services industry, he enjoyed an 18 year career as an electrical engineer working for highly recognized Fortune 50 companies. His previous career experience has built a strong detail-oriented ability that allows him to assist clients with retirement planning, estate planning, tax free strategies and education in preparing them for a strong financial future.   

George’s attention to detail, empathy and listening skills are symbolic of how he serves his clients. Putting their needs first, focusing on what is important to them has grown a loyal and large client base. He and his team of specialists have received various awards and have been nationally recognized, ranking in the top three of their organization. 

Community involvement is his other passion donating to local schools with Sports equipment and back packs full of school supplies for those in need. He is recognized in California’s community as a leading financial educator and freely gives his guidance to those seeking financial security. His mission in life is to help everyone he touches to thrive and to do it with passion and care.  

George is a father of four children who actively spends time with them hiking, boating, and golf outings while keeping an unparalleled work/life balance.