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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Melissa L. George, CF2, AIF®, CFS®, CFT™

Melissa L. George

Melissa L. George

Financial Planner and Therapist

CF2 Since 2018

Accepts Remote Clients

Atlanta, GA
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201047
Active Dates
Nov 29, 2018 – Nov 29, 2026

About Melissa L. George

Melissa L. George is a Fiduciary Financial Planner and Certified Financial Therapist™ with nearly three decades of experience helping individuals, families, and business owners make informed, confident financial decisions.

In 2006, she founded InvestHER Fiduciary Solutions, LLC, a boutique, state-registered investment advisory firm where she provides retirement income planning, investment management, executive compensation planning, and financial therapy.

By combining technical financial planning with behavioral insight, Melissa helps clients build, protect, enjoy, and transfer wealth in ways that support their values, goals, and vision for an abundant life.

Melissa earned a Bachelor of Business Administration from Georgia State University. She is the first woman of color to earn the Certified Financial Fiduciary® designation and also holds the Accredited Investment Fiduciary®, Certified Fund Specialist®, and Psychology of Financial Planning Specialist™ designations. She also serves as a FINRA® Arbitrator.

Melissa is a Goldman Sachs One Million Black Women in Business Scholar, adjunct professor, speaker, contributor, lifelong learner, and soon-to-be author. She serves as a board member of Black Wealth Rising and Board Chair of Girls Inc. of Greater Atlanta. She is also a member of the Association of African American Financial Advisors and Delta Sigma Theta Sorority, Inc.

Areas of Specialization

Retirement Planning Tax Planning Federal Benefits Investing Insurance Social Security Financial Planning General Financial Guidance
Disclosure:
Fiduciary financial planning and advisory services are offered through IFS, a registered investment adviser. Investment management is provided in collaboration with StreamSong Advisors, LLC, an SEC-registered investment adviser. Financial therapy is offered as a separate, non-advisory engagement.

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