Genevieve E. George, CPA, CFP®, CFE Senior Financial Advisor

Genevieve George is a senior financial advisor in the Stuart, Florida office of HBKS®. She brings over 10 years of public accounting experience working with clients in a number of industries. She is also a Manager for the firm partner HBK CPAs & Consultants.

As a Financial Advisor, Genevieve is dedicated to helping individuals and businesses develop financial and investment strategies that align with their specific investment needs, financial objectives and individual risk tolerance. Her mission is to provide each client with comprehensive financial advice delivered with the highest level of personal service and professional integrity. Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing their wealth onto future generations or charitable causes.

Genevieve earned her bachelor’s degree from the University of Central Florida and her master’s degree from Walden University, both in Accounting. She holds the designations of Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Certified Fraud Examiner.

Genevieve is a member of American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). She serves co-chair for Impact 100 Martin and is active in several other charitable organizations. Genevieve is also an alumni of the Martin County Leadership program and a member of the Executive Women of the Palm Beaches.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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