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George Kastanis
Professional designations
BFA, CFP
Firm or Broker/Dealer name
Belpointe Asset Management, LLC (RIA)
States licensed in
Waretown
,
New Jersey
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Investment Management
Retirement/Retirement Income
Healthcare/Medicare
Time Zone
George Kastanis discovered his passion for finance during a college economics class, where he saw how thoughtful financial planning could transform lives. Encouraged by his professors to pursue financial advisement, George started his career with a large insurance firm. However, he quickly realized that becoming an independent advisor allowed him to provide more personalized, flexible support to his clients.
Since joining McLean Advisory Group in 2011, George has been committed to a straightforward approach that simplifies financial planning for his clients. With over a decade of experience in the financial services industry, he has earned his CFP® certification, reflecting his expertise in comprehensive financial planning, and his BFA™, which emphasizes behavioral finance principles.
A first-generation American, George grew up in Ocean County, New Jersey. His Greek immigrant family, who owned a diner on Long Beach Island, instilled in him the values of hard work, community, and financial stewardship. In his spare time, George enjoys traveling, Jet Skiing, snowboarding, and reading, finding inspiration from both adventure and reflection.
Since joining McLean Advisory Group in 2011, George has been committed to a straightforward approach that simplifies financial planning for his clients. With over a decade of experience in the financial services industry, he has earned his CFP® certification, reflecting his expertise in comprehensive financial planning, and his BFA™, which emphasizes behavioral finance principles.
A first-generation American, George grew up in Ocean County, New Jersey. His Greek immigrant family, who owned a diner on Long Beach Island, instilled in him the values of hard work, community, and financial stewardship. In his spare time, George enjoys traveling, Jet Skiing, snowboarding, and reading, finding inspiration from both adventure and reflection.