- Fee-Only Financial Services
- Wealth Management
- Ongoing Investment Management
- Retirement Planning
- Charitable Giving and Trusts
- Education Planning
- Elder Care Issues
- Estate Planning
- Free Initial Consultation
Santa Cruz, CA 95062
Ted George is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Wealthscape Advisors, LLC is an independent, fee-only California Registered Investment Advisor firm offering wealth advisory services. We serve busy professionals, families and retirees who want peace of mind regarding finances, so they can focus on what matters most in life.
Your wealth is about more than just your investment portfolio. It’s an interrelated landscape covering cash flow and spending, human capital, investments, employee benefits, retirement planning issues, Social Security and Medicare, risk management, college funding, tax and estate planning.
Our services are based on this holistic understanding of your unique circumstances, values and goals.
Ted George is a CFP® professional, also known as a CERTIFIED FINANCIAL PLANNER™ professional and has a Master of Science in Financial Planning degree. He is actively involved in his profession, serving as Chairman and Past President of the Financial Planning Association of Silicon Valley, as well as being a NAPFA-Registered Financial Advisor.
Making informed decisions about finances on your own can be time-consuming and stressful. I specialize in wealth planning – integrated financial planning and investment management – so you can focus on what matters most to you in life.
I don’t believe in automated solutions or cookie-cutter approaches. Financial planning and investment management decisions should be made holistically, in the context of your unique circumstances, values and goals. I offer a personalized approach, and a relationship with a Certified Financial PlannerTM who places you at the heart of your plan.
Quantitative analysis is critical in what I do, and I love numbers and analysis. But I know that the qualitative side of your wealth is also important. I address the human dimensions of your finances – your dreams, hopes and fears, your relationship to money. After all, my goal is to bring you peace of mind.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.