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George Cabalu

Managing Director. Trusted Financial Advisor and Personal CFO

Wells Fargo Advisors, LLC

McLean

VA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Clearing Services, LLC 4 months, 3 weeks Nov 2016 - Present
Wells Fargo Advisors LLC 3 years, 2 months Sep 2013 - Nov 2016
Ubs Financial Services Inc 4 years, 10 months Nov 2008 - Sep 2013
Citigroup Global Markets Inc. 8 years, 6 months May 2000 - Nov 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by George Cabalu

Coping With Caregiver Costs
Published 2015-04-23 07:50:26
Take Advantage of the Saving Years
Published 2015-04-23 07:52:38
How to Be Generous to Family and Yourself
Published 2015-04-24 10:54:13
Are You and Your Spouse on the Same Page?
Published 2015-04-24 10:51:38
Get Ready for the ‘What-ifs’
Published 2015-04-23 08:03:46
Plant Your Inheritance Within Your Portfolio
Published 2015-04-23 07:48:44
Social Security: A Woman’s Perspective
Published 2015-04-23 07:41:36
Designing your retirement: the new reality
Published 2015-04-23 07:41:04
Planning for Retirement in Stages
Published 2015-04-23 07:29:28
Is an Individual 401(k) Plan Right for You?
Published 2015-04-23 07:21:37
Income Strategies for Retirement
Published 2015-04-23 07:18:52
Does your plan need a makeover?
Published 2015-04-23 07:15:11
Retirement Plans Can Be SIMPLE
Published 2015-04-22 07:37:18
Business Succession: Questions You Need to Ask
Published 2015-04-22 07:32:37
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      2
    • as of date
      Dec 22, 2016
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      2
    • as of date
      Dec 22, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Wells Fargo Advisors, LLC

    Last updated on March 2, 2017
      • $372.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1M
        Accounts
      • $277.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements