Melissa George, AIF®, CF2®, CFT™, CFS®, PFPS™

Melissa George is the Founder & CEO of InvestHER Fiduciary Solutions (IFS), a private investment advisory and financial planning firm devoted to helping individuals and businesses build financial security with intention, clarity, and confidence. Through comprehensive retirement income planning, retirement plan advisory services, insurance, and investment solutions, InvestHER supports clients in making decisions that are not only financially sound but emotionally sustainable.

Melissa’s work centers on healing the relationship people have with money. She recognizes that financial behaviors are often shaped by generational patterns, lived experiences, and systemic barriers, especially within communities of color. Her approach helps clients unpack long-held money beliefs, rebuild trust in their financial decision-making, and create plans that reflect their values, priorities, and desired quality of life.

A trusted fiduciary and the first woman of color to earn the CERTIFIED FINANCIAL FIDUCIARY® designation, Melissa leads with integrity, accountability, and care. With nearly 30 years in the financial services industry and 20 years at the helm of InvestHER Fiduciary Solutions, she guides clients in building, protecting, and transferring wealth in ways that restore confidence, expand possibility, and support a life and retirement lived on their own terms.

EDUCATION & PROFESSIONAL DEVELOPMENT: 

• Georgia State University: Bachelor of Business Administration
• Center for Fiduciary Studies, a division of Fi360, Inc.
• Goldman Sachs OMBW Business Scholar, 2023
• National Association of Certified Financial Fiduciaries
• Institute of Business & Finance
• University of GA/Terry College of Business: CFP® Certificate Program
• University of GA: Behavioral Financial Planning & Financial Therapy

LICENSES:

• Georgia Principal Agency Resident License #185263
• Georgia Resident Agent License #514447
• Multiple Non-Resident Agent Licenses
• Investment Adviser Representative: Series 65, CRD 2900237
• State Registered Investment Advisory Firm: CRD144815
• Former Registered Representative: Series 63, 7

DESIGNATIONS:

• Accredited Investor Fiduciary®
• Certified Financial Fiduciary®
• Certified Financial Therapist™
• Certified Fund Specialist®
• FINRA® Arbitrator

CERTIFICATIONS:

• AABE/FBE/SBE: City of Atlanta Office of Contract Compliance
• DBE: MARTA - Georgia United Certification Program
• MBE: National Minority Supplier Diversity Council
• MBE: Georgia Department of Administrative Services
• MFBE: Fulton County Government

AFFILIATIONS:

• Association of African American Financial Advisors
• Delta Sigma Theta Sorority, Inc
• Goldman Sachs One Million Black Women
• Girls Inc. of Greater Atlanta
• National Association of Women-Owned Small Businesses
• United Way VIP Alumni

As of June 24, 2026