George F. Cerwin III

GFC Financial Management

George has earned the professional designations of CFP® - Certified Financial Planner™, CLU – Chartered Life Underwriter, and AEP – Accredited Estate Planner, indicating his advanced knowledge and commitment. George holds the securities registrations series 7, 24, and 63 in many states to accommodate his Clients who live throughout the U.S. He is also licensed for insurance for life, health, and variable. George is a Registered Principal & Branch Manager for SagePoint Financial, Inc. He offers Securities and Investment Advisory Services through SagePoint Financial, Inc.  George was born and raised in Milwaukee, Wisconsin where he graduated from Carthage College earning a Bachelor degree in Political Science and Business. He began his career in the financial services industry in 1973. George and his wife Sue have been married for over 35 years, have two daughters, and live in Palm Harbor, Florida.