George N. Luciani, CFP®
George is a fee-only investment advisor with 30 years of experience. He founded Capital Planning Advisory Group, Inc., a Securities and Exchange Commission (SEC) certified firm, in 1988 and served as president until 2014 when he merged with a nationally recognized wealth management firm. As a Certified Financial Planner®, George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants.
George is a current member of the Central Bucks Chamber of Commerce and the Ambassador Circle of St. Mary Hospital. His past national board memberships include former Chair of Corporate Relations Committee, and former Regional Director for the Institute of Certified Financial Planners® (formerly the Financial Planning Association); responsible for representing the professional interests of approximately 3,000 Certified Financial Planner® licensees in 15 societies between Maine and Maryland. His professional memberships include the Investment Management Consultants Association (IMCA) and the Financial Planning Association.
In addition to his book Keep the Cherries Throw Away the Pits, George was the author of “Your Money”, a biweekly newspaper column in the Trenton Times business section. He has also published articles and book reviews on retirement, estate planning, and asset management, which have appeared in the Journal of Financial Planning, Prentice Hall Publishers, and local Chambers of Commerce Publications.
Take the FREE Quiz Today!
To get started with the quiz, please enter in your email address.