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Melissa George

Founder & CEO

Certified Financial Fiduciary®

Certified Fund Specialist®

FINRA® Arbitrator

Financial Planner

 

 

Melissa began her career in financial services in 1997 with several respected National financial planning firms. In 2006, she founded InvestHER Fiduciary Solutions, LLC, a State Registered Investment Advisory firm. Melissa has worked extensively with families, small-business owners, and city/county government entities with specialized services in developing bulletproof retirement income plans, and business cost-containment strategies. As an experienced financial planner, Melissa uses a methodical approach to help her clients build, protect, spend, and distribute assets to expand their lives and allow them to live more abundantly.

Melissa earned a BBA from Georgia State University and holds multiple licenses and security registrations in multiple states. She is a Certified Financial Fiduciary®, Certified Fund Specialist®, FINRA Arbitrator, and a Goldman Sachs One Million Black Women Black in Business Scholar. Melissa is also pursuing her Certified Financial Planner® designation [expected late 2023]

An avid workout enthusiast, occasional golfer, sports fan, and full-time dog mom is also an active member in several professional and civic organizations including the Association of African American Financial Advisors, Girls Inc. of Greater Atlanta, the Women's Entrepreneurial Opportunity Project, United Way VIP Alumni Association, and Delta Sigma Theta Sorority, Inc. 

EDUCATION: 

  • Georgia State University: Bachelor of Business Administration
  • Goldman Sachs OMBW Black in Business Scholar
  • University of GA/Terry College of Business CFP Certificate Program

LICENSES:

  • State Registered Investment Advisory Firm: CRD #144815
  • Investment Adviser Representative: Securities Series 65, CRD #2900237
  • Former Registered Representative: Securities Series 6, 7, 63
  • Georgia Principal Agency Resident License #185263
  • Georgia Resident Agent License #514447
  • Multiple Non-Resident Agent Licenses

DESIGNATIONS:

  • Certified Financial Fiduciary® 
  • Certified Fund Specialist® 

AFFILIATIONS:

CERTIFICATIONS:

  • DBE: Georgia United Certification Program (MARTA)
  • EDWOSB: Small Business Administration
  • HUBZone: Small Business Administration
  • MBE: Georgia Department of Administrative Services
  • MBE: National Minority Supplier Diversity Council
  • WBE: Greater Women's Business Council
  • WOSB: Small Business Administration
  • Certified Black-Owned: US Black Chambers, Inc.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck