George V. Masefield

Investment Philosophy

Focus on developing a comprehensive, flexible retirement strategy based on the needs and wishes of clients.

Business Philosophy

As a Retirement Planning Specialist, I believe in helping clients build wealth, protecting that wealth, and developing a distribution plan for retirement income that will last.

About

• George has been working in finance since 1980 at various Wall Street financial institutions as a business analyst including UBS PaineWebber, and Deutsche Bank NA.
• Attended City University of New York and the School Of Continuing Education at New York University
• Started a career in finance in 1980 and worked at several Wall Street financial institutions, including Deutsche Bank NA as a business analyst supporting hedge fund clients
• Joined AXA Advisors in 2005 and PWS in 2015
• Hold FINRA Series 6, 7, 63, 66 and Life and Health Licensed; licensed to serve clients in NJ, NY, PA, MA, NC, SC, and FL
• Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
• George and his wife Cindy have been married over 40 years. They relocated to Ocean County from New York in 1996 with sons Michael and Mark, both of whom are now married. Theystill reside in Ocean County with their cats James and Dennis. In their spare time they enjoy hiking, golf, watching live music, and professional ice hockey.