Georgeanne Aist

CFP®
Personal Finance, Retirement, Investing
  • Waldorf, MD
  • 410-703-6263
  • www.aistwealth.com/
“Georgeanne Aist, of Aist Wealth Planning, is committed to protect what her clients have worked so hard to build, create a road map of their life goals and meet regularly to keep their chosen strategies on track.”
Employer:

Aist Wealth Planning

Job Title:

Wealth Planning Specialist

Biography:

Georgeanne  Aist has been working in the insurance and financial services industries since 1994 to help people protect, grow and pass on their wealth. She has completed the CFP® curriculum and is finalizing her ChFC course of study. My team works to build financial and estate plans for the business owner as well as the executive or individual. She will help her clients maximize protection and upside potential while helping control risk, taxes or whatever factors concern them the most.

Georgeanne listens to her clients. She then uses her highly developed background in all aspects financial planning - both personal and business planning- to help her clients develop a viable strategy toward attaining their life goals. She has worked in boutique financial planning firms, insurance agencies and through the banking channel to bring her exprertise to her clients' game plan.

Staying on track and engaged in the planning process can lead to your best chance of overall success. Life throws curve balls and she can help plan and prepare for those occurrences. No two people/businesses are the same so a thoughtfully constructed plan of action allows for a step by step process to follow.

Education:

University of Maryland College Park

Fee Structure:

Fee-Only
Asset-Based

CRD Number:

2695469