George Mouded, a native of Springfield, NJ has been in the financial planning business for over 13 years. Before joining our Lincoln team, George worked for Merrill Lynch and UBS Financial Services as a Financial Advisor. He specializes in assisting clients with customized financial solutions and investment programs. George is a financial advisor with Series 7, 66, and Life and Health Insurance licenses. As a Chartered Retirement Planning Counselor (CRPC®), George focuses on client-centered problem solving specifically dealing with retirement. Becoming a CRPC® involves learning about the entire retirement planning process, asset management, and estate planning.
George currently provides investment education and guidance to a number of groups in the 457(b), 403(b) and 401(k) marketplace. George is a graduate of the Whitman School of Management at Syracuse University and resides in Westfield, NJ with his wife and four sons.