George Pantazis, CFP®
Arlington Heights,IL
Summary
Seasoned and Team Focused Financial Planner with a proven track record of managing profitable and long term client relationships the last 25 years. Unique value proposition includes life changing financial and tax planning with strong emphasis on retirement and wealth preservation solutions. Seeking a senior client-facing role focused on growth and opportunity. Areas of expertise include.
- Vast Investment Product Knowledge
- Business Plan Execution Specialist
- New Business Development
- MoneyguidePro planning software expert
- Dynamic Group Presenter
- Efficient Territory Management
- Holistic Financial Planning
- Professional Designations include: FINRA Series 7, 66, and 24 Licensed. Former IRS Enrolled Agent, and CERTIFIED FINANCIAL PLANNER
Overview
21
21
years of professional experience
Work History
Financial Planning Manager
Charles Schwab Corporation
08.2021 - Current
- Proactive partnership with Financial Consultants and Schwab Private Clients focused on introducing holistic financial planning solutions with the goal of improving financial outcomes and maintaining high practice retention rates
- Conducted over 1200 personal financial planning client sessions in over 3 years resulting in #4 for the entire organization representing 90 planners
- Client sessions resulted in $43.5mm in net new assets and account consolidations. Ranked #3 in the Chicago office.
- Assisted with closing of $55.6 mm in Net Solutions Flow and Managed Accounts assets ranking #2 in Chicago office.
Senior Planner
ICMA-RC
09.2013 - 06.2021
- Promoted to Financial Planning Manager focusing on higher balance participants seeking multi-dimensional guidance in areas such as retirement, insurance, taxation and estate planning. AUM was $200mm
- Enrolled over 2,500 deferred compensation public sector participants in 4 years of production. #1 in entire Midwest region
- Increased overall 457 enrollments by 100% in the first year of production
- Consolidated $11 million in outside client assets and transferred into existing participant accounts.
- Leader's Circle participant representing 100 Retirement Plan Specialists in Napa.
- Accomplished 110% of production goals in 2014, 2015 and 2016 for all sales targets
Senior Internal Planning Specialist
Genworth Financial
01.2009 - 01.2012
- Produced #1 region in both Fee Based and Insurance Production for 2010 and 2011
- Grew the South Region advisor production by 12% using consultative solutions selling
- Promoted to leadership and senior position in less than one year with the firm and was responsible for additional territory consisting of 5 states
Business Development Consultant
Calamos Asset Management
01.2004 - 01.2009
- Raised $2.4 billion in Calamos closed end fund offering and was the largest IPO offering ever for closed end funds in 2004
- Increased gross sales in both mutual funds and separate accounts by 16% between 2006 and 2007
- Winner of the Sales Presentation Contest in 2007 competing against 16 internal wholesalers
Education
Bachelor of Science - Finance
DePaul University
Chicago, IllinoisCERTIFIED FINANCIAL PLANNER program - School of Professional Studies
Northwestern University
Chicago, IllinoisTimeline
Financial Planning Manager
Charles Schwab Corporation
08.2021 - Current
Senior Planner
ICMA-RC
09.2013 - 06.2021
Senior Internal Planning Specialist
Genworth Financial
01.2009 - 01.2012
Business Development Consultant
Calamos Asset Management
01.2004 - 01.2009
CERTIFIED FINANCIAL PLANNER program - School of Professional Studies
Northwestern University
Bachelor of Science - Finance
DePaul University
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