Talk to sales Try for Free
George Kiraly Jr., CFP®, MBA

George kiraly jr., cfp®, mba

bookmark on deepenrich
location of George Kiraly Jr., CFP®, MBANaples, Florida, United States
Phone number of George Kiraly Jr., CFP®, MBA+91 xxxx xxxxx
Followers of George Kiraly Jr., CFP®, MBA259 followers

  • Timeline

    Current Company
    Jun 2003 - now

    Founder & Chief Investment Officer

    LodeStar Advisory Group, LLC

  • About me

    Founder & Chief Investment Officer, LodeStar Advisory Group LLC

  • Education

    • Certified financial planner board of standards, inc.

      -
      Certified financial planner financial planning

    • Fairleigh dickinson university

      1988 - 1992
      Mba finance

      Activities and Societies: Omicron Delta Epsilon - International Honor Society in Economics

  • Experience

    • Lodestar advisory group, llc

      Jun 2003 - now
      Founder & chief investment officer

      As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always.

  • Licenses & Certifications

    • Certified financial planner - 1995

      Certified financial planner board of standards, denver co

    • Napfa-registered financial advisor - 2012

      National association of personal financial advisors