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George Katsilometes, Financial Advisor serving the Pocatello, ID area - Ameriprise Advisors

George Katsilometes

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Katsilometes Financial
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 15 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 and 63 license.

Education

  • Bachelors of Science, University of Idaho, Class of 1980

Awards & recognition

  • Amerprise Diamond Ring Club Member, 2005

Community participation

  • Board member of the Pocatello Sports Committee, whose main function is to host the annual Pocatello Marathon.
  • Member of the Idaho State Football Alumni Team(FAT).
  • Past board member and president-elect of the Wells Fargo Games.

Interests

  • I enjoy reading about U.S. history and have a particular interest in the Presidents.
  • I have an interest in watching and participating in both team and individual sports. My favorite sport to play is golf.
  • Many of my activities revolve around my children's activities which include bike racing, snowboarding and hiking.
  • My two sons have differing interests, one is interested in medicine and the other business. One has a Master's in Public Health and the other an MBA.
  • My bucket list item is to view a game in every Major League Baseball park. I've got one stadium to go.