George works behind the scenes with the Babb Financial Group advisors, helping prepare for client appointments and keeping client records accurate and up to date. He brings a financial planning education from Northern Arizona University and has completed the education requirement for CFP® certification, giving him a strong technical foundation for the work that goes into each client meeting.
The details behind
each conversation.
George joined Babb Financial Group in 2026 and works closely with the firm's advisors behind the scenes. He helps prepare for client appointments, keeps client notes and records up to date, digitizes client documents, and handles the data entry and administrative work that keeps the office running smoothly. It is the kind of detail work that helps the advisors walk into each meeting organized and prepared.
George's financial planning education comes from Northern Arizona University's Business Administration program with an emphasis in Financial Planning. He has also completed the education requirement for CFP® certification, which covers the core areas of financial planning, including investments, retirement, tax, insurance, and estate planning.
George was drawn to financial planning by a desire to help people make informed decisions and feel confident about their financial future. He is committed to building a long-term career in the profession.
Originally from Scottsdale and raised in Anthem, George now lives in Flagstaff with his wife. Outside of the office, he enjoys cooking, baking, bouldering, and playing video games.
Originally from Scottsdale, raised in Anthem, now at home in Flagstaff with his wife
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Away from the desk.
to your financial life.
George works behind the scenes with the Babb Financial Group team that serves individuals, families, and business owners in Flagstaff and throughout the country. Start with a conversation, no obligation, just an honest discussion about your situation and whether we are the right fit.