George Robertson - Financial Planner


Financial Planning

About Us

I partner with multi-generational families in the community who face growing financial complexity by helping them gain control over their finances with actionable, trustworthy strategies.

I earned both a BS degree in economics and an MBA from UC Davis. I spent nearly 20 years studying the markets and over eight years in the mutual fund industry. I apply this education and experience to deeply serve investors, business owners and extended families in our community.

I love living in Folsom! I am actively involved with my kids' activities, spend time building community through service and enjoy Folsom's many trails and parks with the family border collie. I grew up in Reno and love skiing, hiking, and astronomy. I've been a Cub Scout den leader, volunteer at Lakeside Church, and served on the board of directors for Bright Beginnings Preschool. Did I say I love Folsom?


  • Retirement Planning
  • Education Saving
  • Wealth Protection
  • Tax Efficiency
  • Cost Management


Fighting for your family's financial future
Walk against Alzheimer's
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Rep/Contact Info

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George Robertson
Financial Advisor