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Melissa George

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client's aspirations and objectives. As a trusted advisor, Melissa prioritizes the protection of her client's financial well-being. Notably, she holds the distinction of being the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE. Melissa's academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar. Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women's Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

Professional Experiences

Languages

English

Groups / Clubs

Association of African-American Financial Advisors

Women's Entrepreneurial Opportunity Project

Delta Sigma Theta Sorority, Inc.

United Way VIP

Area of Expertise

401k/403b Fiduciary Advisor

Retirement Income Planning

Small Business Consulting

Tax-Free Retirement

Professional Licenses

Investment Adviser Representative

Georgia Resident Agent License

Multiple Non-Resident Agent Licenses

Certifications

Certified Financial Fiduciary ®

Certified Fund Specialist®

FINRA® Arbitrator

Education

BBA: Georgia State University

CFP Certificate Program: UGA/Terry College of Business

OMBW Black in Business Scholar: Goldman Sachs

Instructor Events

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