George Ferrell

Financial Planning Coordinator

About George Ferrell

George Ferrell supports Regina and Julian as a Financial Planning Coordinator. George is known for his attention to detail and his ability to think strategically, and he is deeply committed to the well-being of the clients they serve.

George’s mission is to provide exceptional financial planning services to clients and their families, with a focus on building financial security through retirement planning and estate/legacy planning strategies. He creates tailored wealth plans to meet clients’ unique needs and goals.

George is a graduate of the University of Houston, where he earned a Bachelor of Business Administration in Finance with Summa Cum Laude honors. At UH, he spent his time studying financial planning and strategy modeling. George Ferrell is currently pursuing his CFP designation, which demonstrates his commitment to ongoing education and professional development in the field of financial planning.

George is a resident of Buda, Texas, just outside of Austin, and takes advantage of the many outdoor opportunities that the area offers. He enjoys going on camping and climbing trips with his girlfriend and likes to visit new and exciting destinations. He is an adventurous person who loves the thrill of new experiences and the beauty of nature.


  • Series 7 & 66 registered
  • Bachelors of Business Administration in Finance



One Northgate Square Second Floor Greensburg, PA 15601