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George Neste

Office Location

273 Ponce de Leon Avenue
Suite 1400
San Juan, Puerto Rico 00917

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George has been working as a financial professional for four years; he focuses on helping his clients manage financial risks while assisting them with college funding, retirement planning, and business succession planning.

He joined The College Funding Coach in 2020 to be a better resource for parents facing one of the largest obstacles in financial planning: paying for college without sacrificing business value or the ability to plan for retirement. In his experience, George has seen too many people NOT organize their finances for the arrival of children or for upcoming tuition costs. This tends to set a precedent where these same people tend to fall behind and/or remain disorganized when it comes to retirement goals and savings. George is on a mission to help parents get their financials organized before their kids go to college. He knows that every person has the power to achieve their financial goals with a little help and planning.

Together with his team in San Juan, Puerto Rico, George teaches the class, “Little-Known Secrets of Paying for College,” to schools (as well as daycare centers and parent associations) throughout Puerto Rico. The class focuses on legal strategies for qualifying for more financial aid and leveraging assets to make money work more efficiently and effectively – in the end, reducing the total cost of attendance.

George was born and raised in San Juan. He speaks both English and Spanish and enjoys playing sports in his spare time, particularly golf and basketball. He is also a CrossFit enthusiast.

Professional Accomplishments
Rising Leader and Leaders Conference 2017 at Mass Mutual Puerto Rico

Licensing Info
Resident License for Life and Disability Insurance – Puerto Rico
Non-Resident License for Life and Disability Insurance – Maryland, Florida, Texas, Nevada, and Georgia.