Phone Number: (916) 652-8100
Email Address: firstname.lastname@example.org
2036 Cartagena Drive
Yuba City, CA 95993 United States
George Tarwater, a Registered Representative with Zuk Financial Group, is located in Yuba City, California. A Registered Representative with LPL Financial, George holds FINRA Series 6, and 63 registrations with LPL Financial. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment advisory and financial planning practice, George represents a complete spectrum of mutual fund families, annuities and life insurance related programs. As an Investment Advisor Representative, George offers both institutionally managed programs to his clients as well as fee based consulting.
George brings over 15 years of experience in working with employees and employer groups in public education as a personal financial representative. George utilizes his experience to educate his clients on strategies designed to work toward financial security. He thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, George is frequently invited to present educational seminars for schools, colleges, and education professional organizations. George has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. George has earned a reputation for explaining difficult subjects in a style that is easily understood.
A long-time resident of Northern California, George enjoys spending time with his wife of over 35 years Cindy and their children and grandchildren as well as their extended family and friends.
CA Insurance Lic.# 0B89940
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.