George Phelps, CFP

George F Phelps

Available

Wayne, NE

Chapter: Norfolk SCORE

Languages:English

How I can help you

Expert in Business Finance. Very Knowledgeable in Financial Planning. Most of my career has been counseling individuals and businesses from managing their finances, business succession planning, and life’s stages planning. I earned a Master’s of Science degree from Iowa State University, am a Certified Financial planner CFP, Chartered life Underwriter CLU Chartered Financial Consultant ChFC and I am a Certified Score Mentor.

Education

<p> Bachelors of Science from Tarkio College in Education, Agriculture, Phycial Education Masters Degree from Iowa State Univerity Education, Agriculture Teaching 5 yrs Certified Financial Planner CFP Personal, business financial planning, counseling experience Certified Life Underwriter CLU</p>

Communication methods

Chat
Email
In Person
Phone

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