George Pierce Jr.

As a lifetime Seattle resident, George Pierce began his wealth management career with an independent advisory firm in Bellevue, WA in 2017. His interest in the financial management space started early with exposure to the business through friends and family. He solidified his impressions with internships during his time in college at Chapman University in California, where he earned his Bachelor’s in Business Administration.

During his time working with independent advisory firms, George quickly learned the business from the bottom-up. Starting on the administrative side and moving to an advisory role with clients in a variety of life stages. He acquired his CERTIFIED FINANCIAL PLANNER^TM designation in 2020, with the objective of providing comprehensive life planning services to clients of all ages.

He enjoys working with clients in helping to identify their financial objectives and providing clarity to the increasingly complex world of wealth management. George believes that establishing clear financial goals provides financial confidence and a grounding perspective to clients when markets get volatile. He looks forward to bringing an enthusiastic approach to goal planning at One Oak.

George currently resides in the Queen Anne neighborhood of Seattle, where he enjoys getting outside for hiking, paddle boarding, and golf, followed by a home-cooked meal. He is also an avid automotive enthusiast, with interest in fun and unique vehicles.

Education

Chapman University - Bachelor’s in Business Administration

Professional

CERTIFIED FINANCIAL PLANNER™ Professional
Series 7, 63, and 65 held through LPL Financial
Washington Life, Accident and Health Insurance License