George Papadopoulos

George Papadopoulos

Independent Fee Only Certified Financial Planner CFP & CPA. Wall Street Journal Expert Panelist

Location
Greater Detroit Area
Industry
Financial Services
Current
  1. George Papadopoulos, CPA/PFS, CFP
Previous
  1. Ernst & Young LLP,
  2. Deloitte & Touche, LLP,
  3. Gwizdala CPAs
Education
  1. Eastern Michigan University
Websites
  1. Company Website
  2. WSJ Wealth Management Blog
  3. WSJ Quotes
500+ connections

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Summary

Wealth Management services with the advantages of providing one source for Financial Planning, Investment Management and Tax Planning/Preparation.

Over twenty three years experience in the personal finance and tax industry and work strictly on a Fee Only basis. No products are sold and commissions or any other compensation not paid directly by the clients are strictly forbidden.

email: george@thefeeonlyplanner.com
phone: 877-580-7819


Wealth Management, Comprehensive, Financial, Planning, Retirement, Investment,Tax, Estate, Stock, Options, CFP, CPA, Finance, IRAs, IRA, Roth, Rollovers, Rollover, College, 529, mutual, fund, ETFs, ETF, exchange, traded, funds, muni, 1040, NAPFA, Fee Only, Indexing

Experience

  • President

    George Papadopoulos, CPA/PFS, CFP
    – Present (17 years 4 months)

    Founder and President of an independent Fee Only Financial Planning firm.

    Expertise in the following: Wealth Management, Comprehensive Financial Planning, Retirement Planning, Investment Planning, Tax Planning, Estate Planning, Stock Options Planning.

  • Senior Financial Planning Counselor

    Ernst & Young LLP
    – (2 years 8 months)

    Senior Financial Planning Consultant to Fortune 500 executives

  • Senior Tax

    Deloitte & Touche, LLP
    – (3 years)

    Individual taxation and personal financial planning services for high net worth individuals, corporate executives, small business owners and expatriates.

  • Staff

    Gwizdala CPAs
    – (3 years)

    Corporate, partnership and individual tax planning and preparation, general ledger work, financial statement preparation, audits, reviews, compilations, budgeting, forecasts, accounting system analyses, software installation and training

Honors & Awards

  • Wealth Management Expert Panelist

    Wall Street Journal

    Chosen to be featured as one of the Experts in Wall Street Journal's live streaming blog "The Experts: Wealth Management".

  • Top 10 Most Influential Advisors on Social Media

    Brightscope

    Number 8 in the Top 100 Most Social Financial Advisors in the United States.

Skills

Certifications

  • Certified Financial Planner CFP

    CFP Board of Standards

  • Certified Public Accountant CPA

    State of Michigan Board of Accountancy

  • Personal Financial Specialist PFS

    American Association of CPAs AICPA

Education

Languages

  • English

    Native or bilingual proficiency

  • Greek

    Native or bilingual proficiency

Groups

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