George Ghobriel is a financial planning senior specialist in Lake Success, NY.

George has experience working in many areas of financial planning, including estate planning, investment management, retirement planning, tax planning, education funding, and insurance. He started his career at Goldman Sachs in their financial planning division, before transitioning to Shade Tree Advisors, where he worked with ultra-high-net-worth clients.

George graduated from Siena University and earned a Bachelor of Science degree in business.

He is a member of CAPTRUST Community Foundation’s Financial Literacy Committee, focused on delivering financial education to young individuals and underserved communities. Outside of the office, George serves at his church and is always looking for ways to stay engaged with his community. He is committed to helping his clients reach their financial goals to allow them to live the lives they envision for themselves.