For more than four decades, George has focused his tax planning expertise on privately held businesses, primarily construction companies and high-net-worth individuals who invest in, and manage, real estate portfolios. George is also a Personal Financial Specialist and financial advisor to high-net worth individuals. He is a member of the American Institute of CPAs and Secretary of the California Society of CPAs Estate Tax Committee. He is a member and past president of both the Belmont Rotary Club and the Belmont Chamber of Commerce. He received a B.S. in Business Administration from the University of Southern California and an MBA from the University of San Francisco.