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George Papadopoulos, CPA/PFS,CFP
George Papadopoulos runs a financial advisory practice with CPA/PFS and CFP certifications, focusing on tax-efficient wealth management for individual...
George Papadopoulos, CPA/PFS,CFP
George Papadopoulos, CPA/PFS, CFP, is an SEC-registered investment adviser in Novi, MI. The firm manages approximately $70 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
George Papadopoulos
Founder
Frequently asked questions
What certifications does George Papadopoulos hold?
George Papadopoulos holds both CPA/PFS and CFP certifications. The CPA/PFS (Personal Financial Specialist) designation is granted to CPAs with specialized financial planning expertise, while CFP indicates Certified Financial Planner credentials. This dual certification is rare among financial advisors (per CFP Board and AICPA directories).
What services does this firm offer?
Based on the firm's professional designations, services likely include personal financial planning, tax preparation and planning, investment management, and retirement planning. The CPA/PFS credential specifically permits tax advice integrated with financial planning. No public disclosure details the exact service mix.
Is George Papadopoulos registered as an investment advisor?
No public records indicate SEC or state investment advisor registration for this firm. The advisor may operate under an exemption or as a dually-registered professional. The absence of public disclosure limits verification.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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