George Psaradakis
Associate, Operations Manager
George oversees the day-to-day operations of the firm while fostering strong client relationships. He also collaborates closely with Chris and Mike to develop tailored financial plans that reflect each client’s goals and address any potential shortfalls. George specializes in education funding strategies and cash flow management.
Outside of his core responsibilities, George is actively involved in financial literacy efforts, volunteering his time to support students and low-income families. He co-founded a financial literacy initiative at Ursinus College, aimed at equipping students and faculty with foundational financial knowledge.
George earned his B.A. in Finance from Ursinus College in 2021, graduating with Distinguished Departmental Honors in Behavioral Finance. His published research explores the impact of social media on student investment decisions. During his time at Ursinus, he also served as a two-year captain of the Men’s Track & Field team and earned Conference Honors.
Areas of Interest:
- Wealth Management
- Education Planning
- Student Loan Strategy
- Debt Management
- Cash Flow Planning
- Behavioral Finance