George McCuen is our firm’s founder and president. George is also a farmer, performing artist, and scuba diving enthusiast. He began his career in 1987 and became a Certified Financial Planner (CFP®) in 1992. In 1997 George founded the corporation that is now Napa Wealth Management. He has served on TD Ameritrade’s Institutional Services Advisory Panel from 2000 to 2002 and from 2011 to 2013. Additionally George holds a position on the National Independent Financial Advisory Panel, a 22-member independent panel of investment managers throughout the US. In 2018 he earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments and Wealth Institute and taught