George Middleton

CFA, CPA/PFS

Middleton & Company

NOT TAKING NEW CLIENTS AT THIS TIME

George Middleton

CFA, CPA/PFS

Middleton & Company

NOT TAKING NEW CLIENTS AT THIS TIME

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - George Middleton, CFA, CPA/PFS

360-524-3517

NOT TAKING NEW CLIENTS AT THIS TIME

Meet George Middleton

George Middleton has established a solid and well-balanced professional work record that provides him the knowledge and expertise to successfully manage the personal investment portfolios of his clients. He has earned the prestigious Chartered Financial Analyst (CFA) designation. In addition to being a Certified Public Accountant, Mr. Middleton has been certified as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA).

The CFA designation is awarded by the CFA Institute after completion of a rigorous three-year program concentrating on professional ethics, financial accounting, economics, equity and fixed-income security analysis, and portfolio management techniques.

His work experience includes serving as Chief Financial Officer at Pioneer Leasing and the Nicewonger Company Inc. In addition, he was a Treasurer with the J.H. Kelly Company, Controller with Ole Hansen and Sons Inc. and worked as a computer programmer at Reynolds Metals, Timberline Systems, and NASA.

His educational background features an MBA in Finance from the University of Washington and a Bachelor of Science degree in Mathematics from Rochester Institute of Technology. Mr. Middleton has also taught Computer Programming at the University of Washington and Statistics at Clark College.

A member of the Washington and Oregon Society of CPA’s, Mr. Middleton serves on the OSCPA Personal Finance Planning Committee. He is also a member of the CFA Institute, the Portland Society of Financial Analysts, and the National Association of Personal Financial Advisors (NAPFA). He is a member of the Vancouver Rotary and is married with two daughters.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    George Middleton is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact George Middleton

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • NOT TAKING NEW CLIENTS
    Vancouver, WA 98660

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser