George F. Vornehm
CFP®, CLU®, ChFC®, CEBS, Financial Planner
As a financial planner at Chartered Financial Services, George provides planning and investment advisory services to his clients. His focus is helping those clients achieve their highest priority goals while managing risk. George's advice may be holistic financial planning advice, as he prepares and updates your financial plans, or ad hoc advice as he helps you with financial decisions. His advice will extend to investment strategy and regular review of your investment portfolio. This is the same role he played in Rudi's practice for many years. As a team, he and Rudi Floyd have consistently been among Prudential Financial Planning Services (PFPS) top planners, both in terms of plan quality and plan volume. They are also among PFPS leading Investment Adviser Representatives.
George is also the Chair of the Investment Committee in our practice.
Georges educational background includes a Bachelor of Arts from Canisius College and a Master of Business Administration (M.B.A.), with a concentration in Finance, from Seton Hall University. He has received Chartered Financial Consultant and Chartered Life Underwriter diplomas from The American College, and a Certified Employee Benefit Specialist diploma sponsored jointly by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans. He is also a CERTIFIED FINANCIAL PLANNERTMprofessional.
After completing four years as a U.S. Army officer, George joined the financial services industry in 1973. Prior to beginning his financial planning career in 2003, he had experience in a wide variety of management and executive positions, many related to employee benefits (group life and health insurance), including finance, auditing, operations, project management, marketing and sales assignments. George joined Chartered Financial Services in 2006.
George lives in Chester, New Jersey. He is married and has two sons.