Brent George Web

Brent George, CFP®, ChFC®, AWMA®, AIF®

Office Location

5001 Louise Drive,
Suite 300
Mechanicsburg, PA 17055

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Why The College Funding Coach?

Both of my daughters have gone through the college planning process. My wife and I had a challenging time figuring out how to fund college while still allowing ourselves to live the lifestyle we wanted.

I know firsthand that it is a challenge for most parents to pay for college. I enjoy helping parents find money and opportunities in the college planning process.

With 25 years of financial planning experience in addition to my prior medical, military, and aviation experiences, I help families simplify their processes and truly see their finances from an altitude of 30,000 feet. Then, I help them make the changes to get on course for the goals that they want to accomplish.

Area of Focus for LKS Workshops: Greater Harrisburg, PA

A Little More About Brent

Background: Brent is a former Air Force ANG Pilot & Officer (he flew missions in the Persian Gulf War) as well as a pilot with the US Air Express.

After he was furloughed and had his first child, he began to search for a new career where he could more directly change individual lives for the better. He found financial planning and never looked back.

With over 25 years of experience as a financial planner, Brent helps people make smart decisions with their money and avoid costly mistakes.

Community Involvement and Supported Charities:

Purple Feet

Hospice of Central PA

The V Foundation

American Heart Association

Ronald McDonald House, Hershey, PA

Personal: Brent lives in Mechanicsburg with his wife, Kelly. He has two daughters, Hannah and Caroline. In his free time, he loves to play golf/tennis and spend time with his family, friends, and cairn terrier. Athletic and social pursuits are not his only pastimes. He also loves to cook and read.

Professional Accomplishments: CFP (Certified Financial Planner), AWMA (Accredited Wealth Management Advisor)

MDRT, Court of the Table

Member: Financial Planning Association

Member, Harrisburg Estate Planning Council

Member, NAIFA

Education: B.S. in Biology, Elizabethtown College

Air Force ANG Officer Training, Knoxville, TN

Air Force Flight Training, Columbus, MS

Disclosure: Brent R. George, CFP®, ChFC®, AWMA®, AIF® is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC, 5001 Louise Drive Suite #300 Mechanicsburg, PA 17055 (717) 791-3300. Summit Pointe Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

The College Funding Coach is not associated with MML Investors Services.

Licensing Info: FINRA Series 7, FINRA Series 65, Investment Advisor Rep

FINRA Broker Check: