George Rambow III,

George’s goal for his clients is simple. First and foremost, his priority is to empower each client to lead a more rewarding and fulfilling life – helping them transform from the people they are today to the people they dream of becoming. In guiding his clients through this process, he helps them discover themselves and the beauty of the world around them to be “better parents, better partners, better people.”

It’s George’s honesty and transparency that allows him to stand out as an advisor. From a young age, he was taught to act with integrity and to do what’s right – even in the moments when no one is looking. It’s that ethos that he carries into his practice day-to-day as he continually pushes himself to improve, evolve and try to do what’s in his clients’ best interests.

As both a lifelong investor and a former business owner, George is no stranger to the complex financial needs of individuals and businesses. He also holds the CRPS® (Chartered Retirement Plans Specialist®) designation alongside a B.S. in kinesiology from Indiana University.

Whether for a high-performing sports team or pursuing financial goals, George advocates for the importance of having a good coach. As his clients’ “financial coach,” George excels at aligning investment strategies with tax, estate and retirement planning to address any overall financial planning needs head-on.

When he’s not helping his clients achieve more fulfilling lives, he’s working to ensure he’s also making the most of life. Outside the office, George can be found at or on a baseball diamond, enjoying the arts and live performances or working on his flower garden – specifically trying to get his double-reblooming violet irises to bloom.

He also serves on the Board of Pawsitive Friendships, a 501(c)(3) nonprofit organization that provides animal therapy for children with autism and developmental disabilities, is the past president of the Alumni Board of Trustees for the Delta Chi Fraternity at Indiana University and is a former Mesa Arts Center Foundation Board member.

George is originally from the small northern Indiana town of Elkhart, known to some as the “RV and Band Instrument Capitol of the World.” He currently resides in Arizona with his spouse, Shea; his children, Zack and Kylie; and pets Abby, a boxer, Luka, a German shepherd, and Daisy, an umbrella cockatoo.