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Melissa George, AIF®, CFF, CFS®  (She/Her)

Melissa George, AIF®, CFF, CFS® (She/Her)

Founder & CEO, Financial Planner

Office: (678) 218-4900
Fax: (678) 412-4171

Melissa began her career in financial services in 1997 with several respected National financial planning firms. Since 2006, she has served as the Chief Executive Officer of InvestHER Fiduciary Solutions, a State Registered Investment Advisory & financial planning 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 in a way that expands their lives and allows them to live more abundantly.


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


  • Georgia Principal Agency Resident License #185263
  • Georgia Resident Agent License #514447
  • Non-Resident Agent Licenses: CA, FL, IN, MI, NC, NY, OH, TN, TX, VA as of 3/1/2024
  • Investment Adviser Representative: Series 65, CRD 2900237
  • State Registered Investment Advisory Firm: CRD144815
  • Former Registered Representative: Series 63, 7


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


  • 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
  • MBE: Georgia Department of Administrative Services
  • MFBE: Fulton County Government
  • WBE: WBENC - Greater Women's Business Council
  • WOSB/EDWOSB/HUBZone: Small Business Administration



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck