Gateway Financial Partners

George Warburg

CFP®, APMA® – LPL Financial Advisor in Connecticut

Areas of Focus
  •  Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Employee Stock Options
Licenses and Registrations
  • Series 66*
  • Series 7*

*Licenses Held at LPL Financial

Education
  • College of Charleston
    2011-2015
    Bachelor’s Degree, Economics
  • Universitat Autònoma de Barcelona
    2014
    International Finance

Social Media

Contact Information

Gateway Financial Partners
500 Winding Brook Drive
Glastonbury, CT 06033
401.291.1830
Fax: 860.652.6163
gwarburg@mygfpartner.com

LIFE PHILOSOPHY

“The most important thing is to try and inspire people so that they can be great at whatever they want to do.”

– Kobe Bryant

Experience

Prior to joining Gateway, I spent time working in Manhattan as a consultant for some of North America’s largest banks. In that role, I specialized in compliance initiatives and the effect of an ever-changing regulatory climate.

After my time in New York, I worked for a Swiss based precious metals company, where I became a specialist in trading precious metals, negotiating agreements with international banks, calculating daily cash forecasts, and managing the challenges of a multinational company.

I earned my B.S. in Economics from the College of Charleston. During my time there, I was involved in the Investment Club, Finance Club, Real Estate Club, and was also awarded with the Angel Oak Scholarship. I also studied abroad at the Universitat Autònoma de Barcelona and the University of Nottingham.

I hold my Series 7, Series 66 (held with LPL Financial), and my insurance licenses for life, accident, and health. In addition, I earned my Accredited Portfolio Management Advisor℠ (APMA®) designation from the College for Financial Planning.

In my free time, I enjoy cooking vegan food, traveling, live music, spending time with family, and competing in basketball leagues. My favorite activity outside of the office is coaching youth basketball, which I have done for over a decade.

Day in my life

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