George is a fee-only investment advisor with 30 years of experience. He founded Capital Planning Advisory Group, a Securities and Exchange Commission (SEC) registered firm, in 1988 and served as president until 2014 when he merged with a nationally recognized wealth management firm. As a Certified Financial Planner, George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants.

George is a current member of the Central Bucks Chamber of Commerce. His past national board memberships include former Chair of Corporate Relations Committee, and former Regional Director for the Institute of Certified Financial Planners (currently the Financial Planning Association); responsible for representing the professional interests of approximately 3,000 Certified Financial Planner® licensees in 15 societies between Maine and Maryland. His professional memberships include the Investment Management Consultants Association (IMCA) and the Financial Planning Association.

In addition to his book Keep the Cherries Throw Away the Pits, George was the author of “Your Money”, a biweekly newspaper column in the Trenton Times business section. He has also published articles and book reviews on retirement, estate planning, and asset management, which have appeared in the Journal of Financial Planning, Prentice Hall Publishers, and local Chambers of Commerce Publications.

Marc Luciani, AIF® - Vice President

Marc attained his degree in Political Science from Duquesne University in 2004. Shortly after his graduation from college, Marc became a Financial Analyst at Bloomberg. He decided to remain in the Finance industry which he’s now been involved with for over ten years. The most notable of Marc’s accomplishments has been the time he spent working with distinguished Fortune 500 companies like Merrill Lynch and UBS.

Marc also enjoys working with non-profits and donating time back to his community. He currently resides in Newtown, Pennsylvania and is an active member with Newtown Rotary.  He recently joined the board of directors at Potential Inc. Springtime School where he remains dedicated to helping both children and adults that have autism.