Mike George

CEO at Athletes Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Cleveland

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5.0

/5.0
/ Based on 2 ratings
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Dillon Klein MBA

Mike was a true professional in every piece of his Financial Planning Process. From the initial meeting with Mike, I knew I had found the right individual for me. Mike was personable, knowledgeable and catered to his clients needs/desires. I was a very small fish in Mike's pool of clients, but he treated me as if I was the CEO of a major corporation. A pleasure to work with and a true businessman!

Geoffrey Marsh, CPA

I began working with Mike three years ago and his commitment to his clients is second to none. He possess all the qualities athletes hope to find in their financial advisor/CPA – integrity, hardworking, professionalism, and he always puts his client’s needs first. Mike is one to always make sure every T’s crossed and I’s dotted in order to protect his clients.

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • CEO
      • Aug 2011 - Present

    • United States
    • Entertainment Providers
    • 700 & Above Employee
    • Director, Wealth Management - Sports & Entertainment clients
      • Dec 2004 - Aug 2011

      Coordinate aspects of financial planning for clients, including but not limited to: Tax Planning & Preparation, Investments, Estate Planning, Client Banking & Bill Pay services, Insurance Management, and Financial Consultation on home purchases, retirement accounts, corporation & foundation administration, and personal credit analysis.

    • Finance Executive, Sports | Broadcasting | Models
      • Jan 2001 - Dec 2004

Education

  • Weatherhead School of Management at Case Western Reserve University
    MBA
    2001 - 2003
  • John Carroll University
    BSBA, Finance
    1996 - 2000
  • Université de Montréal
    1999 - 1999
  • Lorain Catholic
    1992 - 1996

Community

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