George Galat V, CFP ®, MSFP/MTAX, EA, ECA

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Financial Planner

George Galat V, CFP ®, MSFP/MTAX, EA, ECA

George brings over a decade of experience in financial planning and wealth management, specializing in serving ultra-high-net-worth entrepreneurs and families with expertise in forward-looking tax optimization, equity compensation, and real estate. 

As a lifelong learner, he earned his Master of Science in Financial Planning and Taxation from Golden Gate University and a Bachelor of Science in Economics from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, and Equity Compensation Associate.

George is committed to building and implementing creative solutions and strategies to reduce his clients' taxes, grow wealth, and deliver measurable value in all areas of the planning process. He takes pride in demystifying complex financial matters and shedding light on potential blind spots.

Outside the office, George and his wife, Justine, are embracing the joys of parenthood with their first child. They cherish long walks with their small rescue dog, Winnie, and share a passion for travel, whether exploring the scenic Oregon coast, discovering the charm of Europe, or immersing themselves in other distant cultures and cuisines.

Credentials:

Master of Science in Financial Planning and Taxation from Golden Gate University

Bachelor of Science in Economics from Arizona State University

CERTIFIED FINANCIAL PLANNER™ (CFP)

Enrolled Agent (EA)

Equity Compensation Associate (ECA)

Areas of Expertise:

Tax strategy

Equity Compensation

Real Estate

Holistic planning