George R Pierce Sr. CFP®

Financial Consultant

George Pierce began his career in the financial services industry in 1983 with a small regional broker/dealer before establishing his own firm in 1988. His vision for his firm was to provide a “concierge” service experience for his clients by providing personalized wealth management and comprehensive financial planning services. In 2021, George reconnected with former colleague, Ross Snyer, at One Oak Wealth Management to provide a succession plan at One Oak for a select group of his clients and family members who he has worked with for decades.

George is a fourth-generation resident of Seattle, Washington. After a two-year stint in the U.S. Army during the Vietnam War, he graduated from the University of Washington with a degree in Accounting.  George married his wife, Cindy, in 1991 and they have 2 children, George Jr. and Sophia, both of whom have started their own careers in the Seattle area.   When not in Seattle, the Pierce family enjoys spending time at the family residences in Naselle, WA and Scottsdale, AZ. 

Education

University of Washington – Degree in Accounting

Professional

CERTIFIED FINANCIAL PLANNER™ Professional

FINRA Series 7, 24, 31 and 63 held through LPL Financial

Life, Accident and Health Insurance Licenses in the states of WA, AZ, CA and OR