Nicole George

Senior Financial Planner, Personal Planning Services at Mission Square Retirement

Nicole George is a Senior Financial Planner at MissionSquare Retirement. Prior to this role, Nicole was a Financial Consultant at Charles Schwab. In both positions, Nicole provided personalized support and guidance to clients, helping them reach their financial goals through face-to-face relationships in a local branch network.

Links

Org chart

View in org chart

Manager

Bethany Moran

Senior Manager, Financial Operations

Peers

Ashle Walker

Financial Analyst

Ashley Wright

Senior Financial Reporting Accountant

Brian Koch Mba, Cfp®

Senior Financial Planner

View in org chart

Timeline

Senior Financial Planner, Personal Planning Services
April, 2013 - present