wiseradvisor

George Salter II, JD, MBA, CFP®
Blossom Wealth Management, LLC

Tel: (925) 833-9999
PO Box 125
Alamo, CA 94507

Knowledge. Competence. Discipline.

Blossom Wealth Management, LLC | Financial Advisor in Alamo ,CA

About Blossom Wealth Management, LLC

George helps families grow, utilize, protect and transfer their assets through comprehensive wealth planning.

Whether their assets are inherited, steadily accrued or the result of a business windfall, George and his team at Blossom empower their clients to make informed decisions during the ensuing growth phase.

Later when it is time to deploy their capital during retirement or philanthropy, accessible and thorough team is there to align the family's financial outlaws with their goals. We believe by taking the time to examine all of the available options, clients are confident that they are being effective stewards and maximizing the utility of the family's wealth.

At the end stage when it is time to prepare for passing on the financial stewardship, the Blossom team takes the time to meld the family's financial priorities with their ethics; thereby ensuring that the wisdom of the patriarch and matriarch will live on for future generations. We believe the most successful families understand that their portfolio decisions have a time scale far beyond the first generation.

The team at Blossom Wealth Management has over 70 years of experience guiding successful families through the wealth aggregation, use and transfer process. Our approachable team incorporates state of the art techniques to empower our clients to be fantastic stewards of capital for their families.


General Information

Firm Start Year:   2009
No.of Employees:   2-4
Insurance License#:   CA OD64714 (George) & CA OF75024 (James)
Name of Custodial Firm:   Charles Schwab & Co Inc.
States Licensed in:   Series 79
Number of Years with Current Firm:   11
Work Experience:   Founder, CEO at Blossom Wealth Management Director, Clean Tech and West Coast Operations at Capistrano Global Advisory Services Adjunct Instructor, Business Department at Dominican University of California Assistant Coach at Mustang Soccer Council Member at International Business Advisory Council Private Wealth Management at Smith Barney Financial Advisor at Merrill Lynch Financial Advisor/Advisor Coach at Ameriprise Financial Advisors
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Options & Futures, Bonds, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Video Conference, Via phone, At my office, At your home, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Life, Health
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   George's hobbies include running, mountain biking, and, especially, playing soccer. He and his wife, Nicole Davidson, recently celebrated their 5th wedding anniversary in Belize. They enjoy traveling, international cuisine, and hiking. George is also an Eagle Scout.


Firm Information

Firm's Number of Clients:   200+
Firm's Number of Planning Clients:   100+
Firm's Number of Managed Clients:   600+
Assets Managed by Firm:   160000000
Advisor's Number of Clients:   200+
Advisor's Number of Managed Clients:   684+
Advisor's Number of Planning Clients:   100+
Assets Managed by Advisor:   160 MM +


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   250000
Compensation Methods:   Commissions, Based on Assets, Flat Fee, Hourly
Fee % Based on Assets:   .10% to 1%
Hourly Rate:   250
Additional Details on Charges:   Based on Assets. There may be trading fees or internal manager fees depending on the strategy selected.


Board Positions

Organization:  Dominican University of California  San Rafael, CA
Position :  Dominican University of California Business School
Duration :  June 2013-June 2014


Education

Juris Doctor, LAW - LAW  University of San Diego - San Diego, CA
May 2014-May 2002

MBA, Pacific Basin Studies - International Business  Dominican University of California - San Rafael, CA
June 1997-June 1999

CFP, CERTIFIED FINANCIAL PLANNER - Finance  American College for Financial Planning - San Francisco, CA
January 2005- March 2005



Faqs

  • Do you have a customer satisfaction or refund policy? No. We however do believe customer service is a key to growing our business.
  • What are your qualifications? What is your education background? George Salter has a BA and MBA from Dominican University of California; JD from the University of San Diego, School of Law; and CFP® designation from the College for Financial Planning. James Salter has a BA and MBA from Dominican University of California and also holds the designation of Accredited Investment Fiduciary or AIF®. Craig's education began at California Polytechnic State University, San Luis Obispo. During his five years of college, he received two degrees, one in Financial Management as a B.S. and the other in Accounting from the Business School. Craig also has a Masters in Financial Services from Golden Gate University, he holds the CERTIFIED FINANCIAL PLANNER" or CFP® designation and has completed the Chartered Financial Analyst designation or CFA.
  • What is your approach to financial planning? Blossom Wealth Management works with a variety of clients. We understand that risk tolerance and time frame vary from one person to the next. We learn about each client so that we can design customized portfolios. We educate our clients on the investment landscape and demonstrate how diversified holdings blend together to form a cohesive portfolio. All this is achieved through our five step financial planning process.
  • What services do you offer? We offer holistic wealth management strategies. Over the course of our relationship, we generally discuss financial planning, retirement goals, education planning, insurance needs, estate planning, portfolio management, and family values. We also specialize in the management and creation of individual stock investment strategies.
  • How many clients do you currently manage? We currently manage over 200 clients across three advisers.
see more

Disclosures

Blossom Wealth Management, LLC. is registered as an investment adviser with the United States Securities and Exchange Commission. Diversification does not guarantee a profit no protect against loss. Past performance is no guarantee of future results. ©2020 Blossom Wealth Management, LLC. The blossom logo is a trademark and service mark of Blossom Wealth Management, LLC or its affiliates and is used and registered throughout the world.


Disclaimer

Blossom Wealth Management, LLC. is registered as an investment adviser with the United States Securities and Exchange Commission. Diversification does not guarantee a profit no protect against loss. Past performance is no guarantee of future results. ©2020 Blossom Wealth Management, LLC. The blossom logo is a trademark and service mark of Blossom Wealth Management, LLC or its affiliates and is used and registered throughout the world.

George  Salter II, JD, MBA, CFP®

George Salter II, JD, MBA, CFP®

CFP®, CERTIFIED FINANCIAL PLANNER

George's education began when he earned a soccer scholarship to Dominican University of California in San Rafael. First, George pursued his Bachelor of Arts in Political Science. He then stayed at Dominican to study business, graduating with an MBA in International Finance/Sustainable Development. Realizing how often legal issues arise in the business world, George completed his education at the University of San Diego, School of Law. He earned his J.D. in December 2001. These graduate studies laid the foundation for the global investment program that George runs today. Whether working for a gold mine in Ghana, traveling extensively through Spain and Brazil, or learning about winegrowing in the Rhinegau region of Germany, George was constantly aware of the interconnected global economy. We believe that these experiences, combined with advanced research on behavioral finance during law school, have given George a truly unique perspective on financial planning and wealth migration.

George has been a financial advisor since February 2002. Over the years, he has assisted his clients and his colleagues clients in creating and implementing complex estate and business succession plans. He is a CERTIFIED FINANCIAL PLANNER", CFP®.

Today, George helps business owners, corporate executives, and other individuals manage their assets. Consistent with his sustainable background, George is an advisor who incorporates triple bottom line investment principles during portfolio creation. He believes that the companies able to compete in the 21st century will be conscious about how they impact society and the environment in addition to potentially being profitable financially.

Outside the office, George is active with several non-profits and community organizations. George is an adjunct faculty member at Dominican, teaching a personal finance course. He sits on two Business Advisory Boards: the first at his alma mater and the second at Benedictine College in Atchison, Kansas. In his free time, George is a soccer enthusiast, inspired chef, and house project extraordinaire. He and his wife Nicole live in Alamo, CA with their two sons, Heathcliff and Julian.

see more

My Services

Financial Advice & Consulting

Analyze your present retirement plans, including company sponsored profit sharing, 401(k) and pension plans or self- employed arrangements and how they meet your projected retirement needs.


Financial Planning for Individuals

To make this process work we believe planner must be an excellent listener and be able to help you articulate your financial and personal goals. Then all the relevant data must be collected and analyzed. The planner then develops a plan for achieving your goals. Where I further differentiate my approach is that, I let you decide what involvement I will have in implementing your plan. It can vary from being available to answer questions, to showing you how to manage your own investments, or to implementing part or the entire plan for you. For more complex plans, I will make use of other professionals or work with your CPA, attorney or other financial professional.


Financial Planning for Businesses

If you're a business owner, we believe a retirement plan can be one of the most valuable employee benefits you offer. A retirement plan is not only a tax-efficient way to save for the future but also a powerful tool to attract and retain quality employees. Whatever the size of your company, a Blossom financial advisor can put you in touch with retirement plan specialists who can help you meet your needs.


My Team

James Salter
James Salter MBA, AIF®, Co-Founder
James joined the team in 2007 and has been a financial advisor since February 2002. Over the years, he has assisted his clients and his colleagues' clients to create and implement complex estate and business succession plans. As a financial advisor, James is also an Accredited Investment Fiduciary® (AIF®). Prior to becoming a financial advisor, he spent seven years developing web-based businesses and working as a family wealth manager in Berkeley. He provides investment planning and ...more

Craig Braemer
Craig Braemer MS, CFA®, CFP®
Craig's education began at California Polytechnic State University, San Luis Obispo. During his five years of college, he received two degrees, one in Financial Management as a B.S. and the other in Accounting from the Business School. He did this while playing soccer for three years for the School's Division Two soccer team. After graduating, he worked a couple of years in the investment world at Merrill Lynch, but upon leaving Craig decided to improve his educational background further ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Alameda Albany
Berkeley Castro Valley
Concord Danville
Dublin El Cerrito
El Sobrante Emeryville
Fremont Hayward
Hercules Lafayette
Livermore Martinez
Moraga Oakland
Orinda Pleasant Hill
Pleasanton Redwood City
San Francisco San Mateo
San Ramon Sunol
Walnut Creek All States & Internationally

Compensation Arrangements

Check

News & Events

Portfolio Manager Craig Braemer, CFA®, CFP®
When: 05/01/2018
Details:Craig's education began at California Polytechnic State University, San Luis Obispo. During his five years of college, he received two degrees, one in Financial Management as a B.S. and the other in Accounting from the Business School. He did this while playing soccer for three years for the Schools Division Two soccer team. After graduating, he worked a couple of years in the investment world at Merrill Lynch, but upon leaving Craig decided to improve his educational background further and build a solid financial and investment foundation for his future. While working at Franklin Templeton Investments, RWB Advisory Services and Fisher Investments over the coming 8 years; Craig improved his educational foundation during these eight years by starting and then completing his Masters in Financial Services from Golden Gate University, acquiring the CERTIFIED FINANCIAL PLANNER ...more


Social Networks

tweeter facebook linkedin