Wells Fargo Advisors | Financial Advisor in McLean ,VA

1650 Tysons Blvd
Suite 500
McLean, VA 22102
Phone: (703) 609-1843

Your personal Chief Financial Officer.


About

OUR MISSION:

To provide affluent individuals with advice that they can trust, thereby helping them to achieve their financial goals. We believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to the clients' long-term goals and aligned with their life values.

We will strive to be your most valued provider of financial services and advice, to understand your financial needs and goals fully and to act as your personal Chief Financial Officer.

THE TEAM RATIONALE:

We have found that as our clients age, their financial needs become more, not less complex. The level of financial complexity gets to a point where it requires more than any single individual is capable of handling in terms of knowledge, expertise and capacity. In order to handle that incresed level of complexity we have formed a team of professionals, whose diverse talents and expertise give us the capability of addressing your financial needs over time.

The internal level of expertise supported by one of the most comprehensive financial services firm in the world, give us the ability to put together and execute a Comprehensive Wealth Management Plan to ensure that what needs to happen in the lives of our clients, does happen.

25 Years of Experience



General Information
Firm Start Year:   1850
No.of Employees:   More than 5000
Name of Broker/Dealer:   Wells Fargo Advisors
Name of Custodial Firm:   Wells Fargo Advisors
States Licensed in:   VA, MD, DC, all 50 states
Number of Years with Current Firm:   3
Work Experience:   4 years at Smith Barney, Operations
6 years at Merrill Lynch, Assistant VP - Financial Advisor,
Professional Development Coordinator
8 years at Smith Barney, Senior VP - Financial Advisor
5 years at UBS, Senior VP - Wealth Management
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Annuities , Insurance , Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , FOREX & Currency , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Life , Life , Variable Annuity , Long Term Care
Non-Financial Organization Memberships:  


Firm Information
Assets Managed by Firm:  
Advisor's Number of Clients:   100
Advisor's Number of Managed Clients:   100
Advisor's Number of Planning Clients:   100


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets


Education
Bachelor of Arts  - Economics  George Mason University - Fairfax, VA
September 1987-June 1992



FAQs

  • Do you have a customer satisfaction or refund policy? We do not charge for financial planning and investment portfolio analysis.
  • What are your qualifications? What is your education background? 25 years of experience in wealth and investment management.
  • What is your approach to financial planning? Wholistic financial planning and management. I manage both sides of my clients balance sheet. I'm their personal Chief Financial Officer.
  • What services do you offer? We offer financial planning and investment management.
  • How many clients do you currently manage? I manage a select group of clients that value my team and I as their trusted financial advisor and their personal Chief Financial Officer.
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George Cabalu

George Cabalu

Managing Director - Investments

Biography


George is a Managing Director - Investments at Wells Fargo Advisors. His 25 years of experience in the wealth management and financial services industry have ranged from handling day to to day operations to developing and managing financial strategies for high net worth individuals, entrepreuners and companies.

George is a graduate of George Mason University with a B.A. in Economics. He is married and a father of three. He enjoys coaching youth soccer, baseball, basketball and flag football.

Communities Served

VA MD
DC all 50 states

Office Hours

Mon. 7:00 AM - 7:00 PM
Tue. 7:00 AM - 7:00 PM
Wed. 7:00 AM - 7:00 PM
Thu. 7:00 AM - 7:00 PM
Fri. 7:00 AM - 7:00 PM

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