George N. Luciani
Founder, Capital Planning Advisory Group, Inc.
George N. Luciani, CFP® is a fee-only investment advisor with thirty years’ experience. As a Certified Financial Planner™, George consults with high-net-worth clients and directs their financial needs with their attorneys and accountants. Also a tactical portfolio manager, George personally manages risk as market conditions change and acts according to the belief that reducing downside risk in market declines is mathematically more important than gain in market rallies.
George is a current member of the Central Bucks Chamber of Commerce and the Ambassador Circle of St. Mary Hospital. His past national board memberships include former Chair of Corporate Relations Committee, and former Regional Director for the Institute of Certified Financial Planners® (formerly the Financial Planning Association); responsible for representing the professional interests of approximately 3,000 Certified Financial Planner® licensees in 15 societies between Maine and Maryland. His professional memberships include the Investment Management Consultants Association (IMCA) and the Financial Planning Association.
Keep the Cherries Throw Away the Pits
Publication Date: July 2016
Your basket is full: full of your life’s work, savings, goals, and hopes for the future. How are you to pick the right advisor to manage these precious things? Or perhaps more urgent―is the advisor you already have the right person for the job? Reliable information is critical to cherry-pick the right financial advisor for your needs, and in Keep the Cherries, Throw Away the Pits, Luciani provides you with the insight into the financial marketplace to:
• locate a professional you can trust
• avoid pitfalls
• recognize misleading sales practices
• create value by growing and protecting wealth