Brent George Web

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

Office Location

100 Sterling Parkway
Suite 307
Mechanicsburg, PA 17050

Get Directions

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: https://brokercheck.finra.org/individual/summary/2728960