Schedule MeetingGeorge Mouded, a native of Springfield, NJ has been in the financial planning business for over 20 years. Before joining our OSAIC FA team (formerly Lincoln Financial Advisors), George worked for Merrill Lynch and UBS Financial Services as a Financial Advisor. He specializes in assisting clients with customized financial solutions and investment programs. George is a financial advisor with Series 7, 66, and Life and Health Insurance certifications. As a Chartered Retirement Planning Counselor (CRPC®), George focuses on client-centered problem solving specifically dealing with retirement. Becoming a CRPC® involves learning about the entire retirement planning process, asset management, and estate planning strategies.
George currently provides investment education and guidance to a number of groups in the 457(b), 403(b) and 401(k) marketplace. George is a graduate of the Whitman School of Management at Syracuse University and resides in Westfield, NJ with his wife and four sons.